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Disclosery

Elevated Financial Group LLC: IVV position timeline

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

Elevated Financial Group LLC held 59,230 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,230 shares
    Change vs previous 13F +4,652 shares

    12.52% of the 13F portfolio, value $44,356,691.

    13F-HR 0002063915-26-000005 filed by Elevated Financial Group 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 54,578 shares
    Change vs previous 13F +3,282 shares

    11.82% of the 13F portfolio, value $35,650,712.

    13F-HR 0002063915-26-000004 filed by Elevated Financial Group 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 51,296 shares
    Change vs previous 13F not available

    12.15% of the 13F portfolio, value $35,134,353.

    13F-HR 0002063915-26-000002 filed by Elevated Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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