Skip to content
Disclosery

ELEVATE WEALTH ADVISORY, INC: DFAU position timeline

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

ELEVATE WEALTH ADVISORY, INC held 52,418 DFAU 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 52,418 shares
    Change vs previous 13F +195 shares

    1.55% of the 13F portfolio, value $2,709,498.

    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 52,223 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $2,356,312.

    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 52,223 shares
    Change vs previous 13F -5,644 shares

    1.67% of the 13F portfolio, value $2,444,047.

    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 57,867 shares
    Change vs previous 13F -1,173 shares

    1.92% of the 13F portfolio, value $2,647,986.

    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 59,040 shares
    Change vs previous 13F +8,933 shares

    1.78% of the 13F portfolio, value $2,500,914.

    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 50,107 shares
    Change vs previous 13F -1,732 shares

    1.36% of the 13F portfolio, value $1,926,110.

    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 51,839 shares
    Change vs previous 13F -658 shares

    1.57% of the 13F portfolio, value $2,098,960.

    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 52,497 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,083,605.

    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).