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ELEVATE WEALTH ADVISORY, INC: UFOX position timeline

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

ELEVATE WEALTH ADVISORY, INC held 0 UFOX shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,852 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,852 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $237,591.

    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).

  3. period ended2025-06-30
    13F 3,852 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $203,232.

    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).