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Disclosery

Element Wealth, LLC: IEMG position timeline

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

Element Wealth, LLC held 65,737 IEMG 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 65,737 shares
    Change vs previous 13F +621 shares

    2.05% of the 13F portfolio, value $5,445,621.

    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 65,116 shares
    Change vs previous 13F -1,509 shares

    1.88% of the 13F portfolio, value $4,541,836.

    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 66,625 shares
    Change vs previous 13F +1,994 shares

    1.85% of the 13F portfolio, value $4,478,523.

    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 64,631 shares
    Change vs previous 13F -2,549 shares

    1.86% of the 13F portfolio, value $4,260,475.

    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 67,180 shares
    Change vs previous 13F +1,119 shares

    1.86% of the 13F portfolio, value $4,032,804.

    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 66,061 shares
    Change vs previous 13F -615 shares

    1.91% of the 13F portfolio, value $3,565,287.

    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 66,676 shares
    Change vs previous 13F +391 shares

    1.82% of the 13F portfolio, value $3,481,830.

    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 66,285 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,805,434.

    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).