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Elevate Capital Advisors, LLC: ROIV position timeline

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

Elevate Capital Advisors, LLC held 24,995 ROIV 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 24,995 shares
    Change vs previous 13F -7,155 shares

    0.49% of the 13F portfolio, value $884,573.

    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 32,150 shares
    Change vs previous 13F -45,395 shares

    0.58% of the 13F portfolio, value $890,555.

    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 77,545 shares
    Change vs previous 13F -36,236 shares

    1.11% of the 13F portfolio, value $1,682,727.

    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 113,781 shares
    Change vs previous 13F -2,245 shares

    1.2% of the 13F portfolio, value $1,721,507.

    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 116,026 shares
    Change vs previous 13F -61,368 shares

    1.04% of the 13F portfolio, value $1,307,613.

    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 177,394 shares
    Change vs previous 13F -1,459 shares

    1.66% of the 13F portfolio, value $1,789,905.

    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 178,853 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,115,831.

    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).