Skip to content
Disclosery

ELEVATE WEALTH ADVISORY, INC: DFIV position timeline

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

ELEVATE WEALTH ADVISORY, INC held 254,738 DFIV 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 254,738 shares
    Change vs previous 13F +11,175 shares

    7.86% of the 13F portfolio, value $13,760,964.

    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 243,563 shares
    Change vs previous 13F +14,651 shares

    8.11% of the 13F portfolio, value $12,855,241.

    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 228,912 shares
    Change vs previous 13F +12,036 shares

    7.81% of the 13F portfolio, value $11,422,724.

    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 216,876 shares
    Change vs previous 13F -6,556 shares

    7.27% of the 13F portfolio, value $10,002,336.

    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 223,432 shares
    Change vs previous 13F -24,622 shares

    6.81% of the 13F portfolio, value $9,569,575.

    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 248,054 shares
    Change vs previous 13F -23 shares

    6.92% of the 13F portfolio, value $9,763,419.

    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 248,077 shares
    Change vs previous 13F +15,551 shares

    6.51% of the 13F portfolio, value $8,679,753.

    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 232,526 shares
    Change vs previous 13F not available

    6.57% of the 13F portfolio, value $8,854,591.

    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).