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ELEVATE WEALTH ADVISORY, INC: VGIT position timeline

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

ELEVATE WEALTH ADVISORY, INC held 218,445 VGIT 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 218,445 shares
    Change vs previous 13F +16,544 shares

    7.36% of the 13F portfolio, value $12,883,914.

    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 201,901 shares
    Change vs previous 13F +10,304 shares

    7.59% of the 13F portfolio, value $12,023,215.

    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 191,597 shares
    Change vs previous 13F +13,836 shares

    7.85% of the 13F portfolio, value $11,482,425.

    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 177,761 shares
    Change vs previous 13F -4,186 shares

    7.75% of the 13F portfolio, value $10,671,000.

    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 181,947 shares
    Change vs previous 13F -24,778 shares

    7.74% of the 13F portfolio, value $10,882,249.

    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 206,725 shares
    Change vs previous 13F +2,321 shares

    8.7% of the 13F portfolio, value $12,279,483.

    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 204,404 shares
    Change vs previous 13F +2,249 shares

    8.89% of the 13F portfolio, value $11,855,413.

    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 202,155 shares
    Change vs previous 13F not available

    9.07% of the 13F portfolio, value $12,214,175.

    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).