Skip to content
Disclosery

ELEVATE WEALTH ADVISORY, INC: WY position timeline

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

ELEVATE WEALTH ADVISORY, INC held 0 WY shares at 2024-12-31 per its 13F-HR filed 2025-02-11.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -7,758 shares

    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).

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

  2. period ended2024-09-30
    13F 7,758 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $262,686.

    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).