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ELEVATE WEALTH ADVISORY, INC: BSV position timeline

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

ELEVATE WEALTH ADVISORY, INC held 164,155 BSV 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 164,155 shares
    Change vs previous 13F +7,001 shares

    7.3% of the 13F portfolio, value $12,789,338.

    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 157,154 shares
    Change vs previous 13F +3,355 shares

    7.78% of the 13F portfolio, value $12,322,416.

    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 153,799 shares
    Change vs previous 13F +15,678 shares

    8.29% of the 13F portfolio, value $12,120,862.

    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 138,121 shares
    Change vs previous 13F +1,029 shares

    7.92% of the 13F portfolio, value $10,899,094.

    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 137,092 shares
    Change vs previous 13F -12,238 shares

    7.68% of the 13F portfolio, value $10,789,138.

    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 149,330 shares
    Change vs previous 13F +6,389 shares

    8.28% of the 13F portfolio, value $11,689,573.

    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 142,941 shares
    Change vs previous 13F +1,582 shares

    8.21% of the 13F portfolio, value $10,942,781.

    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 141,359 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $11,123,519.

    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).