Skip to content
Disclosery

Element Wealth, LLC: SCHX position timeline

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

Element Wealth, LLC held 333,896 SCHX 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 333,896 shares
    Change vs previous 13F -1,189 shares

    3.7% of the 13F portfolio, value $9,826,546.

    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 335,085 shares
    Change vs previous 13F +1,286 shares

    3.56% of the 13F portfolio, value $8,591,588.

    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 333,799 shares
    Change vs previous 13F -3,742 shares

    3.72% of the 13F portfolio, value $8,982,540.

    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 337,541 shares
    Change vs previous 13F -1,884 shares

    3.88% of the 13F portfolio, value $8,890,840.

    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 339,425 shares
    Change vs previous 13F -7,342 shares

    3.82% of the 13F portfolio, value $8,295,535.

    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 346,767 shares
    Change vs previous 13F -7,694 shares

    4.11% of the 13F portfolio, value $7,656,608.

    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 354,461 shares
    Change vs previous 13F +235,227 shares

    4.3% of the 13F portfolio, value $8,216,402.

    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 119,234 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $8,090,021.

    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).