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ELEVATE WEALTH ADVISORY, INC: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATE WEALTH ADVISORY, INC on AVDV, newest first. How the timeline and the estimate are built.

ELEVATE WEALTH ADVISORY, INC held 76,258 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,258 shares
    Change vs previous 13F +4,054 shares

    4.49% of the 13F portfolio, value $7,858,379.

    13F-HR 0001398344-26-014584 filed by ELEVATE WEALTH ADVISORY, INC
    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 72,204 shares
    Change vs previous 13F +7,071 shares

    4.55% of the 13F portfolio, value $7,210,271.

    13F-HR 0001398344-26-008876 filed by ELEVATE WEALTH ADVISORY, INC
    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 65,133 shares
    Change vs previous 13F +3,434 shares

    4.18% of the 13F portfolio, value $6,120,528.

    13F-HR 0001398344-26-001334 filed by ELEVATE WEALTH ADVISORY, INC
    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 61,699 shares
    Change vs previous 13F -3,109 shares

    3.99% of the 13F portfolio, value $5,493,078.

    13F-HR 0001398344-25-019772 filed by ELEVATE WEALTH ADVISORY, INC
    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 64,808 shares
    Change vs previous 13F -4,835 shares

    3.66% of the 13F portfolio, value $5,137,992.

    13F-HR 0001398344-25-013587 filed by ELEVATE WEALTH ADVISORY, INC
    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 69,643 shares
    Change vs previous 13F -4,342 shares

    3.44% of the 13F portfolio, value $4,856,892.

    13F-HR 0001398344-25-009341 filed by ELEVATE WEALTH ADVISORY, INC
    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 73,985 shares
    Change vs previous 13F +2,465 shares

    3.55% of the 13F portfolio, value $4,738,270.

    13F-HR 0001398344-25-002394 filed by ELEVATE WEALTH ADVISORY, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 71,520 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $5,054,323.

    13F-HR 0001398344-24-020533 filed by ELEVATE WEALTH ADVISORY, INC
    Filed (acceptance time not in the bulk data set), ingested

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