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Elevated Capital Advisors, LLC: WSO position timeline

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

Elevated Capital Advisors, LLC held 109 WSO 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 109 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $45,562.

    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 129 shares
    Change vs previous 13F -2,199 shares

    0.01% of the 13F portfolio, value $46,877.

    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 2,328 shares
    Change vs previous 13F +325 shares

    0.18% of the 13F portfolio, value $784,491.

    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 2,003 shares
    Change vs previous 13F +85 shares

    0.2% of the 13F portfolio, value $809,987.

    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 1,918 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $974,692.

    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 1,918 shares
    Change vs previous 13F +97 shares

    0.27% of the 13F portfolio, value $974,692.

    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 1,821 shares
    Change vs previous 13F -2 shares

    0.24% of the 13F portfolio, value $862,967.

    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 1,823 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $896,457.

    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).