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ELEVATE WEALTH ADVISORY, INC: DFAS position timeline

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

ELEVATE WEALTH ADVISORY, INC held 26,481 DFAS 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 26,481 shares
    Change vs previous 13F -1,236 shares

    1.25% of the 13F portfolio, value $2,180,475.

    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 27,717 shares
    Change vs previous 13F +313 shares

    1.24% of the 13F portfolio, value $1,971,541.

    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 27,404 shares
    Change vs previous 13F -261 shares

    1.31% of the 13F portfolio, value $1,909,267.

    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 27,665 shares
    Change vs previous 13F -504 shares

    1.38% of the 13F portfolio, value $1,893,966.

    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 28,169 shares
    Change vs previous 13F -964 shares

    1.28% of the 13F portfolio, value $1,794,641.

    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 29,133 shares
    Change vs previous 13F -128 shares

    1.23% of the 13F portfolio, value $1,740,677.

    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 29,261 shares
    Change vs previous 13F -97 shares

    1.43% of the 13F portfolio, value $1,904,311.

    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 29,358 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,904,186.

    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).