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Disclosery

Elevation Capital Advisory, LLC: OEF position timeline

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

Elevation Capital Advisory, LLC held 22,318 OEF 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 22,318 shares
    Change vs previous 13F +18,723 shares

    3.15% of the 13F portfolio, value $8,165,832.

    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 3,595 shares
    Change vs previous 13F +1,433 shares

    0.49% of the 13F portfolio, value $1,143,378.

    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 2,162 shares
    Change vs previous 13F -27,652 shares

    0.3% of the 13F portfolio, value $741,436.

    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 29,814 shares
    Change vs previous 13F -8,630 shares

    3.96% of the 13F portfolio, value $9,923,351.

    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 38,444 shares
    Change vs previous 13F +12,625 shares

    4.69% of the 13F portfolio, value $11,700,525.

    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 25,819 shares
    Change vs previous 13F +27 shares

    3.05% of the 13F portfolio, value $6,992,462.

    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 25,792 shares
    Change vs previous 13F +25,792 shares

    3.19% of the 13F portfolio, value $7,449,944.

    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 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.