Element Wealth, LLC
CIK
0001802743
City
RIDGELAND
State / Country
MS
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,105,945 | 224,418 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $3,203,630 | 226,886 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $3,067,603 | 227,567 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $3,454,704 | 248,898 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $3,460,788 | 254,657 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $3,544,487 | 251,026 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $3,430,055 | 258,093 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $3,453,621 | 262,234 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $3,214,799 | 262,647 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $3,150,694 | 265,210 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $3,387,946 | 259,414 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $3,041,546 | 245,286 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $2,990,287 | 234,165 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $2,711,732 | 205,590 | Shares | Sole | 2022-11-08 |
| 2022-06-30 | $2,795,110 | 201,813 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $3,201,765 | 188,450 | Shares | Sole | 2022-04-28 |
| 2021-12-31 | $2,730,360 | 139,589 | Shares | Sole | 2022-02-03 |
| 2021-09-30 | $2,908,562 | 138,635 | Shares | Sole | 2021-11-01 |
| 2021-06-30 | $3,255,376 | 140,439 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $2,719,665 | 135,509 | Shares | Sole | 2021-05-05 |