Skip to content
Disclosery

ELEVATE WEALTH ADVISORY, INC: DFLV position timeline

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

ELEVATE WEALTH ADVISORY, INC held 154,974 DFLV 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 154,974 shares
    Change vs previous 13F +13,320 shares

    3.5% of the 13F portfolio, value $6,127,687.

    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 141,654 shares
    Change vs previous 13F +26,470 shares

    3.19% of the 13F portfolio, value $5,058,477.

    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 115,184 shares
    Change vs previous 13F +8,744 shares

    2.69% of the 13F portfolio, value $3,940,454.

    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 106,440 shares
    Change vs previous 13F +85 shares

    2.54% of the 13F portfolio, value $3,501,882.

    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 106,355 shares
    Change vs previous 13F -3,301 shares

    2.35% of the 13F portfolio, value $3,299,133.

    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 109,656 shares
    Change vs previous 13F +3,034 shares

    2.37% of the 13F portfolio, value $3,352,199.

    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 106,622 shares
    Change vs previous 13F +5,947 shares

    2.34% of the 13F portfolio, value $3,122,378.

    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 100,675 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $3,101,785.

    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).