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ELEVATE WEALTH ADVISORY, INC: DFAW position timeline

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

ELEVATE WEALTH ADVISORY, INC held 8,404 DFAW 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 8,404 shares
    Change vs previous 13F +700 shares

    0.4% of the 13F portfolio, value $695,767.

    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 7,704 shares
    Change vs previous 13F +1,600 shares

    0.36% of the 13F portfolio, value $568,401.

    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 6,104 shares
    Change vs previous 13F +995 shares

    0.31% of the 13F portfolio, value $451,574.

    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 5,109 shares
    Change vs previous 13F +1,421 shares

    0.27% of the 13F portfolio, value $367,133.

    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 3,688 shares
    Change vs previous 13F +1,831 shares

    0.18% of the 13F portfolio, value $247,391.

    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 1,857 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $113,797.

    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).