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Disclosery

Element Wealth, LLC: IWP position timeline

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

Element Wealth, LLC held 18,090 IWP 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 18,090 shares
    Change vs previous 13F -1,100 shares

    1% of the 13F portfolio, value $2,648,557.

    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 19,190 shares
    Change vs previous 13F -3,451 shares

    1.02% of the 13F portfolio, value $2,458,623.

    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 22,641 shares
    Change vs previous 13F -1,045 shares

    1.28% of the 13F portfolio, value $3,100,459.

    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 23,686 shares
    Change vs previous 13F -1,959 shares

    1.47% of the 13F portfolio, value $3,373,123.

    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 25,645 shares
    Change vs previous 13F -1,367 shares

    1.64% of the 13F portfolio, value $3,556,449.

    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 27,012 shares
    Change vs previous 13F -609 shares

    1.7% of the 13F portfolio, value $3,173,640.

    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 27,621 shares
    Change vs previous 13F +20,396 shares

    1.83% of the 13F portfolio, value $3,500,962.

    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 7,225 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $847,420.

    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).