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ELEVATE WEALTH ADVISORY, INC: SCHD position timeline

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

ELEVATE WEALTH ADVISORY, INC held 64,670 SCHD 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 64,670 shares
    Change vs previous 13F +2,121 shares

    1.17% of the 13F portfolio, value $2,050,687.

    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 62,549 shares
    Change vs previous 13F +4,154 shares

    1.21% of the 13F portfolio, value $1,918,999.

    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 58,395 shares
    Change vs previous 13F -5,659 shares

    1.1% of the 13F portfolio, value $1,601,773.

    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 64,054 shares
    Change vs previous 13F +422 shares

    1.27% of the 13F portfolio, value $1,748,680.

    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 63,632 shares
    Change vs previous 13F +6,649 shares

    1.2% of the 13F portfolio, value $1,686,242.

    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 56,983 shares
    Change vs previous 13F +3,915 shares

    1.13% of the 13F portfolio, value $1,593,247.

    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 53,068 shares
    Change vs previous 13F +38,096 shares

    1.07% of the 13F portfolio, value $1,426,448.

    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 14,972 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,265,556.

    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).