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Disclosery

Elevation Capital Advisory, LLC: IWY position timeline

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

Elevation Capital Advisory, LLC held 49,647 IWY 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 49,647 shares
    Change vs previous 13F +33,667 shares

    5.57% of the 13F portfolio, value $14,428,345.

    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 15,980 shares
    Change vs previous 13F -15,075 shares

    1.69% of the 13F portfolio, value $3,976,537.

    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 31,055 shares
    Change vs previous 13F -20,948 shares

    3.51% of the 13F portfolio, value $8,600,478.

    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 52,003 shares
    Change vs previous 13F +33,428 shares

    5.68% of the 13F portfolio, value $14,230,616.

    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 18,575 shares
    Change vs previous 13F +2,330 shares

    1.84% of the 13F portfolio, value $4,579,031.

    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 ended2025-03-31
    13F 16,245 shares
    Change vs previous 13F -18,708 shares

    1.49% of the 13F portfolio, value $3,426,805.

    13F-HR 0001085146-25-002996 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).

  7. period ended2024-12-31
    13F 34,953 shares
    Change vs previous 13F -15,299 shares

    3.52% of the 13F portfolio, value $8,223,476.

    13F-HR 0001085146-25-000883 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).

  8. period ended2024-09-30
    13F 50,252 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $11,058,020.

    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).