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Element Wealth, LLC: JAAA position timeline

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

Element Wealth, LLC held 32,626 JAAA 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 32,626 shares
    Change vs previous 13F -2,082 shares

    0.62% of the 13F portfolio, value $1,647,293.

    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 34,708 shares
    Change vs previous 13F -1,193 shares

    0.72% of the 13F portfolio, value $1,748,264.

    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 35,901 shares
    Change vs previous 13F +218 shares

    0.75% of the 13F portfolio, value $1,815,853.

    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 35,683 shares
    Change vs previous 13F -906 shares

    0.79% of the 13F portfolio, value $1,811,959.

    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 36,589 shares
    Change vs previous 13F +3,976 shares

    0.85% of the 13F portfolio, value $1,856,907.

    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 32,613 shares
    Change vs previous 13F +16,196 shares

    0.89% of the 13F portfolio, value $1,653,805.

    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 16,417 shares
    Change vs previous 13F +108 shares

    0.44% of the 13F portfolio, value $832,506.

    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 16,309 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $829,802.

    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).