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Disclosery

Element Wealth, LLC: IBDU position timeline

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

Element Wealth, LLC held 17,237 IBDU 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 17,237 shares
    Change vs previous 13F +136 shares

    0.15% of the 13F portfolio, value $399,209.

    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 17,101 shares
    Change vs previous 13F +3,785 shares

    0.16% of the 13F portfolio, value $397,769.

    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 13,316 shares
    Change vs previous 13F +33 shares

    0.13% of the 13F portfolio, value $311,661.

    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 13,283 shares
    Change vs previous 13F +1,118 shares

    0.14% of the 13F portfolio, value $311,752.

    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 12,165 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $283,809.

    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 12,165 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $281,376.

    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 12,165 shares
    Change vs previous 13F +2,239 shares

    0.15% of the 13F portfolio, value $277,362.

    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 9,926 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $233,360.

    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).