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Elevated Capital Advisors, LLC: CMS position timeline

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

Elevated Capital Advisors, LLC held 4,849 CMS 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 4,849 shares
    Change vs previous 13F -5,052 shares

    0.1% of the 13F portfolio, value $370,964.

    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 9,901 shares
    Change vs previous 13F -1,858 shares

    0.19% of the 13F portfolio, value $768,150.

    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 11,759 shares
    Change vs previous 13F +435 shares

    0.19% of the 13F portfolio, value $822,283.

    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 11,324 shares
    Change vs previous 13F -1,495 shares

    0.21% of the 13F portfolio, value $829,601.

    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 12,819 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $962,824.

    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 12,819 shares
    Change vs previous 13F +356 shares

    0.27% of the 13F portfolio, value $962,824.

    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 12,463 shares
    Change vs previous 13F -168 shares

    0.23% of the 13F portfolio, value $830,651.

    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 12,631 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $892,122.

    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).