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ELEVATE WEALTH ADVISORY, INC: IEMG position timeline

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

ELEVATE WEALTH ADVISORY, INC held 86,115 IEMG 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 86,115 shares
    Change vs previous 13F -3,310 shares

    4.07% of the 13F portfolio, value $7,133,736.

    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 89,425 shares
    Change vs previous 13F +4,386 shares

    3.94% of the 13F portfolio, value $6,237,407.

    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 85,039 shares
    Change vs previous 13F +104 shares

    3.91% of the 13F portfolio, value $5,716,334.

    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 84,935 shares
    Change vs previous 13F -570 shares

    4.07% of the 13F portfolio, value $5,598,926.

    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 85,505 shares
    Change vs previous 13F -8,056 shares

    3.65% of the 13F portfolio, value $5,132,875.

    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 93,561 shares
    Change vs previous 13F +3,822 shares

    3.58% of the 13F portfolio, value $5,049,505.

    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 89,739 shares
    Change vs previous 13F +3,237 shares

    3.51% of the 13F portfolio, value $4,686,188.

    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 86,502 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $4,966,097.

    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).