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ELEVATE WEALTH ADVISORY, INC: ITOT position timeline

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

ELEVATE WEALTH ADVISORY, INC held 110,597 ITOT 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 110,597 shares
    Change vs previous 13F +1,237 shares

    10.38% of the 13F portfolio, value $18,167,783.

    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 109,360 shares
    Change vs previous 13F +4,257 shares

    9.83% of the 13F portfolio, value $15,576,163.

    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 105,103 shares
    Change vs previous 13F +1,964 shares

    10.68% of the 13F portfolio, value $15,627,822.

    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 103,139 shares
    Change vs previous 13F -2,089 shares

    10.92% of the 13F portfolio, value $15,022,233.

    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 105,228 shares
    Change vs previous 13F -2,340 shares

    10.11% of the 13F portfolio, value $14,209,967.

    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 107,568 shares
    Change vs previous 13F -1,165 shares

    9.3% of the 13F portfolio, value $13,124,402.

    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 108,733 shares
    Change vs previous 13F +1,252 shares

    10.43% of the 13F portfolio, value $13,909,121.

    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 107,481 shares
    Change vs previous 13F not available

    10.02% of the 13F portfolio, value $13,501,725.

    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).