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Disclosery

Element Wealth, LLC: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Element Wealth, LLC on IBDT, newest first. How the timeline and the estimate are built.

Element Wealth, LLC held 31,959 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,959 shares
    Change vs previous 13F -249 shares

    0.3% of the 13F portfolio, value $806,965.

    13F-HR 0001398344-26-014580 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,208 shares
    Change vs previous 13F +1,476 shares

    0.34% of the 13F portfolio, value $815,829.

    13F-HR 0001398344-26-008170 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,732 shares
    Change vs previous 13F +9,168 shares

    0.32% of the 13F portfolio, value $782,283.

    13F-HR 0001398344-26-003058 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,564 shares
    Change vs previous 13F +1,027 shares

    0.24% of the 13F portfolio, value $550,313.

    13F-HR 0001398344-25-019962 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,537 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $522,051.

    13F-HR 0001398344-25-013585 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,537 shares
    Change vs previous 13F +2,600 shares

    0.28% of the 13F portfolio, value $518,765.

    13F-HR 0001398344-25-008003 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,937 shares
    Change vs previous 13F +2,096 shares

    0.23% of the 13F portfolio, value $446,631.

    13F-HR 0001398344-25-001751 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,841 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $404,421.

    13F-HR 0001398344-24-019229 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).