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Disclosery

Elevation Capital Advisory, LLC: IUSG position timeline

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

Elevation Capital Advisory, LLC held 6,719 IUSG 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 6,719 shares
    Change vs previous 13F +1,246 shares

    0.49% of the 13F portfolio, value $1,263,783.

    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 5,473 shares
    Change vs previous 13F -20,196 shares

    0.36% of the 13F portfolio, value $848,918.

    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 25,669 shares
    Change vs previous 13F -33,845 shares

    1.76% of the 13F portfolio, value $4,310,855.

    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 59,514 shares
    Change vs previous 13F +36,061 shares

    3.91% of the 13F portfolio, value $9,792,417.

    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).

  5. period ended2025-06-30
    13F 23,453 shares
    Change vs previous 13F +23,453 shares

    1.41% of the 13F portfolio, value $3,527,347.

    13F-HR 0001085146-25-004262 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).

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-005325 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).

    Exited: the 13F for this period no longer lists the position.