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Disclosery

Element Wealth, LLC: PDO position timeline

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

Element Wealth, LLC held 224,130 PDO 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 224,130 shares
    Change vs previous 13F -369 shares

    1.11% of the 13F portfolio, value $2,963,001.

    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 224,499 shares
    Change vs previous 13F +81 shares

    1.2% of the 13F portfolio, value $2,902,767.

    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 224,418 shares
    Change vs previous 13F -2,468 shares

    1.28% of the 13F portfolio, value $3,105,951.

    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 226,886 shares
    Change vs previous 13F -681 shares

    1.4% of the 13F portfolio, value $3,203,625.

    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 227,567 shares
    Change vs previous 13F -21,331 shares

    1.41% of the 13F portfolio, value $3,067,605.

    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 248,898 shares
    Change vs previous 13F -5,759 shares

    1.85% of the 13F portfolio, value $3,454,703.

    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 254,657 shares
    Change vs previous 13F +3,631 shares

    1.81% of the 13F portfolio, value $3,460,792.

    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 251,026 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,544,488.

    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).