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ELEVATE WEALTH ADVISORY, INC: EFV position timeline

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

ELEVATE WEALTH ADVISORY, INC held 73,816 EFV 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 73,816 shares
    Change vs previous 13F +666 shares

    3.23% of the 13F portfolio, value $5,650,635.

    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 73,150 shares
    Change vs previous 13F -2,439 shares

    3.43% of the 13F portfolio, value $5,438,678.

    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 75,589 shares
    Change vs previous 13F -1,771 shares

    3.69% of the 13F portfolio, value $5,397,787.

    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 77,360 shares
    Change vs previous 13F -1,628 shares

    3.81% of the 13F portfolio, value $5,247,334.

    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 78,988 shares
    Change vs previous 13F -3,591 shares

    3.57% of the 13F portfolio, value $5,014,164.

    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 82,579 shares
    Change vs previous 13F -1,008 shares

    3.45% of the 13F portfolio, value $4,867,187.

    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 83,587 shares
    Change vs previous 13F +959 shares

    3.29% of the 13F portfolio, value $4,385,793.

    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 82,628 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $4,753,574.

    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).