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Disclosery

Element Wealth, LLC: IJH position timeline

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

Element Wealth, LLC held 54,411 IJH 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 54,411 shares
    Change vs previous 13F -837 shares

    1.58% of the 13F portfolio, value $4,195,598.

    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 55,248 shares
    Change vs previous 13F -10,844 shares

    1.55% of the 13F portfolio, value $3,730,864.

    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 66,092 shares
    Change vs previous 13F +1,190 shares

    1.8% of the 13F portfolio, value $4,362,055.

    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 64,902 shares
    Change vs previous 13F +2,877 shares

    1.85% of the 13F portfolio, value $4,235,491.

    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 62,025 shares
    Change vs previous 13F +1,404 shares

    1.77% of the 13F portfolio, value $3,846,782.

    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 60,621 shares
    Change vs previous 13F -1,054 shares

    1.9% of the 13F portfolio, value $3,537,262.

    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 61,675 shares
    Change vs previous 13F +610 shares

    2.01% of the 13F portfolio, value $3,842,986.

    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 61,065 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,805,590.

    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).