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Disclosery

Element Wealth, LLC: IVV position timeline

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

Element Wealth, LLC held 30,967 IVV 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 30,967 shares
    Change vs previous 13F +53 shares

    8.73% of the 13F portfolio, value $23,190,553.

    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 30,914 shares
    Change vs previous 13F +1,231 shares

    8.36% of the 13F portfolio, value $20,193,494.

    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 29,683 shares
    Change vs previous 13F -153 shares

    8.41% of the 13F portfolio, value $20,331,009.

    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 29,836 shares
    Change vs previous 13F +74 shares

    8.71% of the 13F portfolio, value $19,968,948.

    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 29,762 shares
    Change vs previous 13F -316 shares

    8.5% of the 13F portfolio, value $18,479,397.

    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 30,078 shares
    Change vs previous 13F -1,058 shares

    9.06% of the 13F portfolio, value $16,900,771.

    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 31,136 shares
    Change vs previous 13F +789 shares

    9.59% of the 13F portfolio, value $18,329,168.

    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 30,347 shares
    Change vs previous 13F not available

    9.27% of the 13F portfolio, value $17,504,920.

    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).