Elevated Capital Advisors, LLC: XLC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elevated Capital Advisors, LLC on XLC, newest first. How the timeline and the estimate are built.
Elevated Capital Advisors, LLC held 7,724 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 7,724 sharesChange vs previous 13F -245 shares
0.23% of the 13F portfolio, value $827,482.
13F-HR 0001802387-26-000003 filed by Elevated Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,969 sharesChange vs previous 13F +223 shares
0.22% of the 13F portfolio, value $883,423.
13F-HR 0001802387-26-000002 filed by Elevated Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,746 sharesChange vs previous 13F +462 shares
0.21% of the 13F portfolio, value $911,906.
13F-HR 0001802387-26-000001 filed by Elevated Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,284 sharesChange vs previous 13F +1,545 shares
0.21% of the 13F portfolio, value $862,209.
13F-HR 0001802387-25-000005 filed by Elevated Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,739 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $553,563.
13F-HR 0001802387-25-000003 filed by Elevated Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,739 sharesChange vs previous 13F +213 shares
0.16% of the 13F portfolio, value $553,563.
13F-HR 0001802387-25-000002 filed by Elevated Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,526 sharesChange vs previous 13F -9,529 shares
0.15% of the 13F portfolio, value $535,007.
13F-HR 0001802387-25-000001 filed by Elevated Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,055 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $1,360,971.
13F-HR 0001802387-24-000004 filed by Elevated Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).