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Disclosery

Element Wealth, LLC: IJR position timeline

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

Element Wealth, LLC held 34,898 IJR 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 34,898 shares
    Change vs previous 13F -1,808 shares

    1.95% of the 13F portfolio, value $5,175,701.

    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 36,706 shares
    Change vs previous 13F -2,720 shares

    1.89% of the 13F portfolio, value $4,562,958.

    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 39,426 shares
    Change vs previous 13F -1,206 shares

    1.96% of the 13F portfolio, value $4,738,198.

    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 40,632 shares
    Change vs previous 13F -8,211 shares

    2.11% of the 13F portfolio, value $4,828,327.

    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 48,843 shares
    Change vs previous 13F -1,482 shares

    2.46% of the 13F portfolio, value $5,338,084.

    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 50,325 shares
    Change vs previous 13F -836 shares

    2.82% of the 13F portfolio, value $5,262,514.

    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 51,161 shares
    Change vs previous 13F +1,979 shares

    3.08% of the 13F portfolio, value $5,894,733.

    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 49,182 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $5,752,384.

    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).