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Disclosery

Element Wealth, LLC: IBTH position timeline

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

Element Wealth, LLC held 31,617 IBTH 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 31,617 shares
    Change vs previous 13F +58 shares

    0.27% of the 13F portfolio, value $707,272.

    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 31,559 shares
    Change vs previous 13F +1,278 shares

    0.29% of the 13F portfolio, value $707,868.

    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 30,281 shares
    Change vs previous 13F -9,045 shares

    0.28% of the 13F portfolio, value $680,414.

    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 39,326 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $885,622.

    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 39,326 shares
    Change vs previous 13F +3,695 shares

    0.41% of the 13F portfolio, value $884,442.

    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 35,631 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $798,847.

    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 35,631 shares
    Change vs previous 13F +1,578 shares

    0.41% of the 13F portfolio, value $790,891.

    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 34,053 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $770,790.

    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).