Skip to content
Disclosery

Element Wealth, LLC: IBTJ position timeline

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

Element Wealth, LLC held 14,521 IBTJ 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 14,521 shares
    Change vs previous 13F +137 shares

    0.12% of the 13F portfolio, value $314,380.

    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 14,384 shares
    Change vs previous 13F +2,474 shares

    0.13% of the 13F portfolio, value $314,190.

    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 11,910 shares
    Change vs previous 13F +34 shares

    0.11% of the 13F portfolio, value $261,365.

    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 11,876 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $260,738.

    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 11,876 shares
    Change vs previous 13F +2,307 shares

    0.12% of the 13F portfolio, value $260,322.

    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 9,569 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $208,317.

    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 9,569 shares
    Change vs previous 13F +2,455 shares

    0.11% of the 13F portfolio, value $204,071.

    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 7,114 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $157,255.

    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).