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Disclosery

Element Wealth, LLC: PFN position timeline

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

Element Wealth, LLC held 21,767 PFN 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 21,767 shares
    Change vs previous 13F +516 shares

    0.06% of the 13F portfolio, value $155,199.

    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 21,251 shares
    Change vs previous 13F +597 shares

    0.06% of the 13F portfolio, value $146,421.

    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 20,654 shares
    Change vs previous 13F -1,118 shares

    0.06% of the 13F portfolio, value $154,908.

    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 21,772 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $165,246.

    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 21,717 shares
    Change vs previous 13F +25 shares

    0.07% of the 13F portfolio, value $160,486.

    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 21,692 shares
    Change vs previous 13F +387 shares

    0.09% of the 13F portfolio, value $163,555.

    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 21,305 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $158,722.

    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).