Skip to content
Disclosery

ELEVATE WEALTH ADVISORY, INC: DFNM position timeline

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

ELEVATE WEALTH ADVISORY, INC held 36,355 DFNM 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 36,355 shares
    Change vs previous 13F -288 shares

    1% of the 13F portfolio, value $1,757,205.

    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 36,643 shares
    Change vs previous 13F +19 shares

    1.11% of the 13F portfolio, value $1,756,299.

    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 36,624 shares
    Change vs previous 13F -75 shares

    1.21% of the 13F portfolio, value $1,764,201.

    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 36,699 shares
    Change vs previous 13F +731 shares

    1.28% of the 13F portfolio, value $1,760,839.

    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 35,968 shares
    Change vs previous 13F +1,478 shares

    1.21% of the 13F portfolio, value $1,705,974.

    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 34,490 shares
    Change vs previous 13F -6,795 shares

    1.16% of the 13F portfolio, value $1,640,702.

    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 41,285 shares
    Change vs previous 13F +775 shares

    1.48% of the 13F portfolio, value $1,972,201.

    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 40,510 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,966,333.

    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).