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ELEVATE WEALTH ADVISORY, INC: VTIP position timeline

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

ELEVATE WEALTH ADVISORY, INC held 47,469 VTIP 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 47,469 shares
    Change vs previous 13F +2,258 shares

    1.36% of the 13F portfolio, value $2,384,343.

    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 45,211 shares
    Change vs previous 13F +1,095 shares

    1.43% of the 13F portfolio, value $2,258,294.

    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 44,116 shares
    Change vs previous 13F +4,637 shares

    1.49% of the 13F portfolio, value $2,181,982.

    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 39,479 shares
    Change vs previous 13F +334 shares

    1.45% of the 13F portfolio, value $1,998,840.

    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 39,145 shares
    Change vs previous 13F -4,665 shares

    1.4% of the 13F portfolio, value $1,967,833.

    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 43,810 shares
    Change vs previous 13F +371 shares

    1.55% of the 13F portfolio, value $2,186,113.

    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 43,439 shares
    Change vs previous 13F +496 shares

    1.58% of the 13F portfolio, value $2,103,311.

    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 42,943 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,117,510.

    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).