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Elevated Capital Advisors, LLC: IVW position timeline

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

Elevated Capital Advisors, LLC held 8,610 IVW 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 8,610 shares
    Change vs previous 13F +1,286 shares

    0.33% of the 13F portfolio, value $1,184,072.

    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 7,324 shares
    Change vs previous 13F -466 shares

    0.21% of the 13F portfolio, value $828,387.

    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 7,790 shares
    Change vs previous 13F -275 shares

    0.22% of the 13F portfolio, value $960,247.

    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 8,065 shares
    Change vs previous 13F -2,872 shares

    0.24% of the 13F portfolio, value $973,578.

    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 10,937 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,015,323.

    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 10,937 shares
    Change vs previous 13F -915 shares

    0.28% of the 13F portfolio, value $1,015,323.

    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 11,852 shares
    Change vs previous 13F -1,803 shares

    0.33% of the 13F portfolio, value $1,203,302.

    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 13,655 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,307,469.

    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).