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Element Pointe Advisors, LLC

SEC CIK
0001764059
Latest filing
Aug 7, 2026

PLAN holding history

Anaplan, Inc. in every 13F filed by Element Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PLAN overviewAll 13F holders of PLANFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of PLAN by Element Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−8,032−100.0%Sold outHolders
Q1 20228,032$522.0K0.2%−60−0.7%ReducedHolders
Q4 20218,092$371.0K0.1%00.0%UnchangedHolders
Q3 20218,092$493.0K0.2%00.0%UnchangedHolders
Q2 20218,092$453.0K0.1%00.0%UnchangedHolders
Q1 20218,092$435.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.