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ELEVATE WEALTH ADVISORY, INC: STIP position timeline

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

ELEVATE WEALTH ADVISORY, INC held 91,045 STIP 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 91,045 shares
    Change vs previous 13F +7,510 shares

    5.31% of the 13F portfolio, value $9,301,196.

    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 83,535 shares
    Change vs previous 13F +5,078 shares

    5.45% of the 13F portfolio, value $8,640,025.

    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 78,457 shares
    Change vs previous 13F +8,047 shares

    5.49% of the 13F portfolio, value $8,033,212.

    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 70,410 shares
    Change vs previous 13F -1,865 shares

    5.29% of the 13F portfolio, value $7,277,598.

    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 72,275 shares
    Change vs previous 13F -7,057 shares

    5.29% of the 13F portfolio, value $7,437,777.

    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 79,332 shares
    Change vs previous 13F +3,129 shares

    5.81% of the 13F portfolio, value $8,208,439.

    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 76,203 shares
    Change vs previous 13F +774 shares

    5.67% of the 13F portfolio, value $7,563,064.

    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 75,429 shares
    Change vs previous 13F not available

    5.67% of the 13F portfolio, value $7,642,464.

    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).