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Disclosery

Element Wealth, LLC: SPY position timeline

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

Element Wealth, LLC held 5,809 SPY 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 5,809 shares
    Change vs previous 13F -465 shares

    1.63% of the 13F portfolio, value $4,338,247.

    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 6,274 shares
    Change vs previous 13F -27 shares

    1.69% of the 13F portfolio, value $4,080,245.

    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 6,301 shares
    Change vs previous 13F -180 shares

    1.78% of the 13F portfolio, value $4,296,580.

    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 6,481 shares
    Change vs previous 13F -1,897 shares

    1.88% of the 13F portfolio, value $4,317,796.

    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 8,378 shares
    Change vs previous 13F -91 shares

    2.38% of the 13F portfolio, value $5,176,428.

    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 8,469 shares
    Change vs previous 13F -90 shares

    2.54% of the 13F portfolio, value $4,737,365.

    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 8,559 shares
    Change vs previous 13F -3,849 shares

    2.62% of the 13F portfolio, value $5,016,530.

    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 12,408 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $7,119,298.

    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).