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Elevate Capital Advisors, LLC: SGOV position timeline

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

Elevate Capital Advisors, LLC held 97,239 SGOV 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 97,239 shares
    Change vs previous 13F +85,170 shares

    5.42% of the 13F portfolio, value $9,789,019.

    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 12,069 shares
    Change vs previous 13F -5,382 shares

    0.79% of the 13F portfolio, value $1,214,833.

    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 17,451 shares
    Change vs previous 13F -15,903 shares

    1.16% of the 13F portfolio, value $1,751,720.

    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 33,354 shares
    Change vs previous 13F +4,471 shares

    2.34% of the 13F portfolio, value $3,358,795.

    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 28,883 shares
    Change vs previous 13F +8,828 shares

    2.32% of the 13F portfolio, value $2,908,241.

    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 20,055 shares
    Change vs previous 13F +5,995 shares

    1.87% of the 13F portfolio, value $2,018,935.

    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 14,060 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,410,499.

    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).