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ELEVATE WEALTH ADVISORY, INC: IDEV position timeline

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

ELEVATE WEALTH ADVISORY, INC held 64,235 IDEV 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 64,235 shares
    Change vs previous 13F -1,828 shares

    3.27% of the 13F portfolio, value $5,717,566.

    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 66,063 shares
    Change vs previous 13F +2,034 shares

    3.48% of the 13F portfolio, value $5,520,848.

    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 64,029 shares
    Change vs previous 13F -3,243 shares

    3.61% of the 13F portfolio, value $5,281,076.

    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 67,272 shares
    Change vs previous 13F -1,014 shares

    3.92% of the 13F portfolio, value $5,393,175.

    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 68,286 shares
    Change vs previous 13F -10,569 shares

    3.69% of the 13F portfolio, value $5,192,447.

    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 78,855 shares
    Change vs previous 13F +13,684 shares

    3.85% of the 13F portfolio, value $5,432,296.

    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 65,171 shares
    Change vs previous 13F +2,261 shares

    3.15% of the 13F portfolio, value $4,201,551.

    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 62,910 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $4,455,884.

    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).