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Disclosery

Element Wealth, LLC: IEFA position timeline

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

Element Wealth, LLC held 50,196 IEFA 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 50,196 shares
    Change vs previous 13F +545 shares

    1.82% of the 13F portfolio, value $4,847,963.

    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 49,651 shares
    Change vs previous 13F +2,445 shares

    1.86% of the 13F portfolio, value $4,494,908.

    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 47,206 shares
    Change vs previous 13F -1,031 shares

    1.75% of the 13F portfolio, value $4,223,052.

    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 48,237 shares
    Change vs previous 13F -3,557 shares

    1.84% of the 13F portfolio, value $4,211,577.

    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 51,794 shares
    Change vs previous 13F +128 shares

    1.99% of the 13F portfolio, value $4,323,767.

    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 51,666 shares
    Change vs previous 13F -698 shares

    2.1% of the 13F portfolio, value $3,908,523.

    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 52,364 shares
    Change vs previous 13F +1,710 shares

    1.92% of the 13F portfolio, value $3,680,132.

    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 50,654 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $3,953,579.

    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).