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ELEVATE WEALTH ADVISORY, INC: USMV position timeline

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

ELEVATE WEALTH ADVISORY, INC held 17,219 USMV 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 17,219 shares
    Change vs previous 13F -1,162 shares

    0.95% of the 13F portfolio, value $1,660,918.

    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 18,381 shares
    Change vs previous 13F -382 shares

    1.08% of the 13F portfolio, value $1,704,623.

    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 18,763 shares
    Change vs previous 13F -1,433 shares

    1.21% of the 13F portfolio, value $1,766,751.

    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 20,196 shares
    Change vs previous 13F +331 shares

    1.4% of the 13F portfolio, value $1,921,456.

    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 19,865 shares
    Change vs previous 13F +1,807 shares

    1.33% of the 13F portfolio, value $1,864,688.

    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 18,058 shares
    Change vs previous 13F +989 shares

    1.2% of the 13F portfolio, value $1,691,285.

    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 17,069 shares
    Change vs previous 13F +1,468 shares

    1.12% of the 13F portfolio, value $1,497,791.

    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 15,601 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,424,532.

    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).