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Disclosery

Element Wealth, LLC: IDV position timeline

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

Element Wealth, LLC held 48,162 IDV 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 48,162 shares
    Change vs previous 13F -7,856 shares

    0.75% of the 13F portfolio, value $1,995,352.

    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 56,018 shares
    Change vs previous 13F +29,320 shares

    0.99% of the 13F portfolio, value $2,384,121.

    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 26,698 shares
    Change vs previous 13F +3,357 shares

    0.44% of the 13F portfolio, value $1,053,233.

    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 23,341 shares
    Change vs previous 13F +11,932 shares

    0.37% of the 13F portfolio, value $853,110.

    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 11,409 shares
    Change vs previous 13F +58 shares

    0.18% of the 13F portfolio, value $393,710.

    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 11,351 shares
    Change vs previous 13F -914 shares

    0.19% of the 13F portfolio, value $352,115.

    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 12,265 shares
    Change vs previous 13F +10 shares

    0.18% of the 13F portfolio, value $335,816.

    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 12,255 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $370,471.

    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).