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Elevated Capital Advisors, LLC: CMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elevated Capital Advisors, LLC on CMBS, newest first. How the timeline and the estimate are built.

Elevated Capital Advisors, LLC held 2,503 CMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,503 shares
    Change vs previous 13F -5,430 shares

    0.03% of the 13F portfolio, value $121,765.

    13F-HR 0001802387-26-000003 filed by Elevated Capital Advisors, LLC
    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 7,933 shares
    Change vs previous 13F -954 shares

    0.1% of the 13F portfolio, value $386,596.

    13F-HR 0001802387-26-000002 filed by Elevated Capital Advisors, LLC
    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 8,887 shares
    Change vs previous 13F -508 shares

    0.1% of the 13F portfolio, value $436,155.

    13F-HR 0001802387-26-000001 filed by Elevated Capital Advisors, LLC
    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 9,395 shares
    Change vs previous 13F -1,797 shares

    0.11% of the 13F portfolio, value $461,015.

    13F-HR 0001802387-25-000005 filed by Elevated Capital Advisors, LLC
    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 11,192 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $537,201.

    13F-HR 0001802387-25-000003 filed by Elevated Capital Advisors, LLC
    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 11,192 shares
    Change vs previous 13F -1,620 shares

    0.15% of the 13F portfolio, value $537,201.

    13F-HR 0001802387-25-000002 filed by Elevated Capital Advisors, LLC
    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 12,812 shares
    Change vs previous 13F +7,524 shares

    0.16% of the 13F portfolio, value $604,719.

    13F-HR 0001802387-25-000001 filed by Elevated Capital Advisors, LLC
    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 5,288 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $258,742.

    13F-HR 0001802387-24-000004 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).