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ELEVATE WEALTH ADVISORY, INC: AVUV position timeline

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

ELEVATE WEALTH ADVISORY, INC held 74,255 AVUV 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 74,255 shares
    Change vs previous 13F +5,025 shares

    5.29% of the 13F portfolio, value $9,264,054.

    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 69,230 shares
    Change vs previous 13F +9,074 shares

    4.83% of the 13F portfolio, value $7,647,796.

    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 60,156 shares
    Change vs previous 13F +6,608 shares

    4.19% of the 13F portfolio, value $6,134,667.

    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 53,548 shares
    Change vs previous 13F -2,461 shares

    3.87% of the 13F portfolio, value $5,329,660.

    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 56,009 shares
    Change vs previous 13F -2,346 shares

    3.63% of the 13F portfolio, value $5,102,394.

    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 58,355 shares
    Change vs previous 13F -5,978 shares

    3.6% of the 13F portfolio, value $5,086,778.

    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 64,333 shares
    Change vs previous 13F +464 shares

    4.59% of the 13F portfolio, value $6,114,589.

    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 63,869 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $6,128,257.

    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).