Element Wealth, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Element Wealth, LLC on MO, newest first. How the timeline and the estimate are built.
Element Wealth, LLC held 4,702 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,702 sharesChange vs previous 13F +32 shares
0.13% of the 13F portfolio, value $338,291.
13F-HR 0001398344-26-014580 filed by Element Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,670 sharesChange vs previous 13F +38 shares
0.13% of the 13F portfolio, value $308,165.
13F-HR 0001398344-26-008170 filed by Element Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,632 sharesChange vs previous 13F -194 shares
0.11% of the 13F portfolio, value $267,069.
13F-HR 0001398344-26-003058 filed by Element Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,826 sharesChange vs previous 13F +261 shares
0.14% of the 13F portfolio, value $318,797.
13F-HR 0001398344-25-019962 filed by Element Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,565 sharesChange vs previous 13F +33 shares
0.12% of the 13F portfolio, value $267,672.
13F-HR 0001398344-25-013585 filed by Element Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,532 sharesChange vs previous 13F +37 shares
0.15% of the 13F portfolio, value $272,026.
13F-HR 0001398344-25-008003 filed by Element Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,495 sharesChange vs previous 13F -103 shares
0.12% of the 13F portfolio, value $235,042.
13F-HR 0001398344-25-001751 filed by Element Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,598 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $234,676.
13F-HR 0001398344-24-019229 filed by Element Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).