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Elevate Capital Advisors, LLC: PHYS position timeline

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

Elevate Capital Advisors, LLC held 241,383 PHYS 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 241,383 shares
    Change vs previous 13F +13,986 shares

    4.03% of the 13F portfolio, value $7,282,525.

    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 227,397 shares
    Change vs previous 13F +20,731 shares

    5.21% of the 13F portfolio, value $8,058,950.

    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 206,666 shares
    Change vs previous 13F +3,555 shares

    4.51% of the 13F portfolio, value $6,824,111.

    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 203,111 shares
    Change vs previous 13F +5,903 shares

    4.19% of the 13F portfolio, value $6,016,148.

    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 197,208 shares
    Change vs previous 13F -4,985 shares

    3.98% of the 13F portfolio, value $4,999,223.

    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 202,193 shares
    Change vs previous 13F -17,644 shares

    4.5% of the 13F portfolio, value $4,864,764.

    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 219,837 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $4,427,517.

    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).