Elevated Private Wealth, LLC: WFC position timeline

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

Elevated Private Wealth, LLC held 9,387 WFC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F 9,387 shares
Change vs previous 13F +589 shares
0.74% of the 13F portfolio, value $775,742.
13F-HR 0002083411-26-000005 filed by Elevated Private Wealth, LLC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 8,798 shares
Change vs previous 13F not available
0.85% of the 13F portfolio, value $819,974.
13F-HR 0002083411-26-000001 filed by Elevated Private Wealth, LLC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).