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ELEVATE WEALTH ADVISORY, INC: DFGR position timeline

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

ELEVATE WEALTH ADVISORY, INC held 4,963 DFGR 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 4,963 shares
    Change vs previous 13F +216 shares

    0.08% of the 13F portfolio, value $143,772.

    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 4,747 shares
    Change vs previous 13F +4,448 shares

    0.08% of the 13F portfolio, value $126,174.

    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 299 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,900.

    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).