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Livermore
Livermore
ZHEN

Element Wealth, LLC

SEC CIK
0001802743
Latest filing
Aug 14, 2026

SPG holding history

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

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
2,839
Value
$635.1K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SPG by Element Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,839$635.1K0.2%+17+0.6%AddedHolders
Q1 20262,822$526.4K0.2%+18+0.6%AddedHolders
Q4 20252,804$519.0K0.2%+20+0.7%AddedHolders
Q3 20252,784$522.4K0.2%+20+0.7%AddedHolders
Q2 20252,764$444.3K0.2%−745−21.2%ReducedHolders
Q1 20253,509$582.7K0.3%+30+0.9%AddedHolders
Q4 20243,479$599.1K0.3%+28+0.8%AddedHolders
Q3 20243,451$583.3K0.3%−72−2.0%ReducedHolders
Q2 20243,523$534.8K0.3%−326−8.5%ReducedHolders
Q1 20243,849$602.4K0.4%00.0%UnchangedHolders
Q4 20233,849$549.1K0.3%−258−6.3%ReducedHolders
Q3 20234,107$443.7K0.3%+38+0.9%AddedHolders
Q2 20234,069$470.0K0.3%−148−3.5%ReducedHolders
Q1 20234,217$472.2K0.4%+37+0.9%AddedHolders
Q4 20224,180$491.1K0.4%−192−4.4%ReducedHolders
Q3 20224,372$392.0K0.4%+50+1.2%AddedHolders
Q2 20224,322$410.0K0.4%+42+1.0%AddedHolders
Q1 20224,280$563.0K0.5%−196−4.4%ReducedHolders
Q4 20214,476$715.0K0.5%+29+0.7%AddedHolders
Q3 20214,447$578.0K0.5%+50+1.1%AddedHolders
Q2 20214,397$574.0K0.4%+30+0.7%AddedHolders
Q1 20214,367$497.0K0.4%––Holders

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