ELEVATE WEALTH ADVISORY, INC: CAT position timeline

ELEVATE WEALTH ADVISORY, INC held 0 CAT shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,737 shares

   13F-HR 0001398344-25-019772 filed by ELEVATE WEALTH ADVISORY, INC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,737 shares

   Change vs previous 13F -125 shares

   0.76% of the 13F portfolio, value $1,062,531.

   13F-HR 0001398344-25-013587 filed by ELEVATE WEALTH ADVISORY, INC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 2,862 shares

   Change vs previous 13F -1,051 shares

   0.67% of the 13F portfolio, value $943,888.

   13F-HR 0001398344-25-009341 filed by ELEVATE WEALTH ADVISORY, INC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 3,913 shares

   Change vs previous 13F -36 shares

   1.06% of the 13F portfolio, value $1,419,480.

   13F-HR 0001398344-25-002394 filed by ELEVATE WEALTH ADVISORY, INC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 3,949 shares

   Change vs previous 13F not available

   1.15% of the 13F portfolio, value $1,544,533.

   13F-HR 0001398344-24-020533 filed by ELEVATE WEALTH ADVISORY, INC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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