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Disclosery

Element Wealth, LLC: SCHA position timeline

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

Element Wealth, LLC held 102,907 SCHA 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 102,907 shares
    Change vs previous 13F -316 shares

    1.4% of the 13F portfolio, value $3,718,017.

    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 103,223 shares
    Change vs previous 13F -175 shares

    1.24% of the 13F portfolio, value $3,001,739.

    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 103,398 shares
    Change vs previous 13F -729 shares

    1.22% of the 13F portfolio, value $2,944,787.

    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 104,127 shares
    Change vs previous 13F -4,572 shares

    1.27% of the 13F portfolio, value $2,905,139.

    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 108,699 shares
    Change vs previous 13F -2,429 shares

    1.27% of the 13F portfolio, value $2,750,076.

    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 111,128 shares
    Change vs previous 13F -2,434 shares

    1.4% of the 13F portfolio, value $2,603,724.

    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 113,562 shares
    Change vs previous 13F +56,577 shares

    1.54% of the 13F portfolio, value $2,936,721.

    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 56,985 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,934,742.

    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).