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Elevate Capital Advisors, LLC: KBWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elevate Capital Advisors, LLC on KBWP, newest first. How the timeline and the estimate are built.

Elevate Capital Advisors, LLC held 1,663 KBWP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,663 shares
    Change vs previous 13F -1,363 shares

    0.12% of the 13F portfolio, value $210,767.

    13F-HR 0001909571-26-000004 filed by Elevate Capital Advisors, 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 3,026 shares
    Change vs previous 13F -583 shares

    0.23% of the 13F portfolio, value $360,014.

    13F-HR 0001909571-26-000002 filed by Elevate Capital Advisors, 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 3,609 shares
    Change vs previous 13F -24,794 shares

    0.3% of the 13F portfolio, value $459,410.

    13F-HR 0001909571-26-000001 filed by Elevate Capital Advisors, 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 28,403 shares
    Change vs previous 13F +4,295 shares

    2.45% of the 13F portfolio, value $3,512,759.

    13F-HR 0001909571-25-000002 filed by Elevate Capital Advisors, 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 24,108 shares
    Change vs previous 13F +9,756 shares

    2.36% of the 13F portfolio, value $2,961,224.

    13F-HR 0001085146-25-004014 filed by Elevate Capital Advisors, 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 14,352 shares
    Change vs previous 13F +3,119 shares

    1.65% of the 13F portfolio, value $1,788,116.

    13F-HR 0001085146-25-002367 filed by Elevate Capital Advisors, 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 11,233 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,303,702.

    13F-HR 0001085146-25-000582 filed by Elevate Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).