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Element Wealth, LLC: QEFA position timeline

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

Element Wealth, LLC held 15,936 QEFA 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 15,936 shares
    Change vs previous 13F +17 shares

    0.58% of the 13F portfolio, value $1,530,125.

    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 15,919 shares
    Change vs previous 13F +26 shares

    0.61% of the 13F portfolio, value $1,484,792.

    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 15,893 shares
    Change vs previous 13F +11 shares

    0.6% of the 13F portfolio, value $1,441,045.

    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 15,882 shares
    Change vs previous 13F -737 shares

    0.61% of the 13F portfolio, value $1,396,205.

    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 16,619 shares
    Change vs previous 13F -400 shares

    0.65% of the 13F portfolio, value $1,418,283.

    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 17,019 shares
    Change vs previous 13F -301 shares

    0.72% of the 13F portfolio, value $1,343,772.

    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 17,320 shares
    Change vs previous 13F -25 shares

    0.66% of the 13F portfolio, value $1,255,891.

    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 17,345 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,395,934.

    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).