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Disclosery

Element Wealth, LLC: ITOT position timeline

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

Element Wealth, LLC held 64,086 ITOT 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 64,086 shares
    Change vs previous 13F -643 shares

    3.96% of the 13F portfolio, value $10,527,359.

    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 64,729 shares
    Change vs previous 13F +2,452 shares

    3.82% of the 13F portfolio, value $9,219,315.

    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 62,277 shares
    Change vs previous 13F +1,374 shares

    3.83% of the 13F portfolio, value $9,259,972.

    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 60,903 shares
    Change vs previous 13F +503 shares

    3.87% of the 13F portfolio, value $8,870,498.

    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 60,400 shares
    Change vs previous 13F -4,136 shares

    3.75% of the 13F portfolio, value $8,156,449.

    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 64,536 shares
    Change vs previous 13F -171 shares

    4.22% of the 13F portfolio, value $7,874,036.

    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 64,707 shares
    Change vs previous 13F -4,376 shares

    4.35% of the 13F portfolio, value $8,322,555.

    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 69,083 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $8,678,224.

    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).