Elevation Capital Advisory, LLC: LMBS position timeline

Elevation Capital Advisory, LLC held 0 LMBS shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -26,213 shares

   13F-HR 0001871112-26-000002 filed by Elevation Capital Advisory, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

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

2. period ended2025-12-31

   13F 26,213 shares

   Change vs previous 13F -7,151 shares

   0.54% of the 13F portfolio, value $1,310,388.

   13F-HR 0001871112-26-000001 filed by Elevation Capital Advisory, LLC
   Filed 2026-01-26 (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).

3. period ended2025-09-30

   13F 33,364 shares

   Change vs previous 13F +495 shares

   0.66% of the 13F portfolio, value $1,661,191.

   13F-HR 0001871112-25-000002 filed by Elevation Capital Advisory, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 32,869 shares

   Change vs previous 13F +23,890 shares

   0.65% of the 13F portfolio, value $1,619,127.

   13F-HR 0001085146-25-004262 filed by Elevation Capital Advisory, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 8,979 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $441,406.

   13F-HR 0001085146-25-002996 filed by Elevation Capital Advisory, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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