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Elevation Capital Advisory, LLC: FDVV position timeline

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

Elevation Capital Advisory, LLC held 65,702 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,702 shares
    Change vs previous 13F -28,778 shares

    1.53% of the 13F portfolio, value $3,961,159.

    13F-HR 0001871112-26-000003 filed by Elevation Capital Advisory, 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 94,480 shares
    Change vs previous 13F +51,694 shares

    2.22% of the 13F portfolio, value $5,219,079.

    13F-HR 0001871112-26-000002 filed by Elevation Capital Advisory, 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 42,786 shares
    Change vs previous 13F +32,303 shares

    0.99% of the 13F portfolio, value $2,425,542.

    13F-HR 0001871112-26-000001 filed by Elevation Capital Advisory, 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 10,483 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $584,006.

    13F-HR 0001871112-25-000002 filed by Elevation Capital Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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