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Disclosery

Element Wealth, LLC: MDY position timeline

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

Element Wealth, LLC held 2,157 MDY 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 2,157 shares
    Change vs previous 13F -238 shares

    0.57% of the 13F portfolio, value $1,517,104.

    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 2,395 shares
    Change vs previous 13F -40 shares

    0.61% of the 13F portfolio, value $1,477,140.

    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 2,435 shares
    Change vs previous 13F -96 shares

    0.61% of the 13F portfolio, value $1,468,987.

    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 2,531 shares
    Change vs previous 13F -1,662 shares

    0.66% of the 13F portfolio, value $1,508,552.

    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 4,193 shares
    Change vs previous 13F -169 shares

    1.09% of the 13F portfolio, value $2,375,251.

    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 4,362 shares
    Change vs previous 13F -54 shares

    1.25% of the 13F portfolio, value $2,327,040.

    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 4,416 shares
    Change vs previous 13F +80 shares

    1.32% of the 13F portfolio, value $2,515,265.

    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 4,336 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,470,046.

    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).