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Disclosery

Elevated Financial Group LLC: IYW position timeline

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

Elevated Financial Group LLC held 25,314 IYW 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 25,314 shares
    Change vs previous 13F +948 shares

    1.8% of the 13F portfolio, value $6,384,965.

    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 24,366 shares
    Change vs previous 13F -15,780 shares

    1.47% of the 13F portfolio, value $4,420,489.

    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 40,146 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $8,016,361.

    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).