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Elevate Capital Advisors, LLC: QUAL position timeline

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

Elevate Capital Advisors, LLC held 1,415 QUAL 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 1,415 shares
    Change vs previous 13F +325 shares

    0.17% of the 13F portfolio, value $310,590.

    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 1,090 shares
    Change vs previous 13F -16,127 shares

    0.14% of the 13F portfolio, value $209,084.

    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 17,217 shares
    Change vs previous 13F -905 shares

    2.26% of the 13F portfolio, value $3,419,698.

    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 18,122 shares
    Change vs previous 13F +2,327 shares

    2.46% of the 13F portfolio, value $3,524,768.

    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 15,795 shares
    Change vs previous 13F +6,344 shares

    2.3% of the 13F portfolio, value $2,887,642.

    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 9,451 shares
    Change vs previous 13F +1,741 shares

    1.49% of the 13F portfolio, value $1,615,081.

    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 7,710 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,372,997.

    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).