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Elevation Capital Advisory, LLC: PWB position timeline

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

Elevation Capital Advisory, LLC held 17,709 PWB 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 17,709 shares
    Change vs previous 13F +8,862 shares

    1.15% of the 13F portfolio, value $2,983,259.

    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 8,847 shares
    Change vs previous 13F -10,860 shares

    0.47% of the 13F portfolio, value $1,114,108.

    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 19,707 shares
    Change vs previous 13F +15,770 shares

    1.02% of the 13F portfolio, value $2,504,971.

    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 3,937 shares
    Change vs previous 13F -72,604 shares

    0.2% of the 13F portfolio, value $493,779.

    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 76,541 shares
    Change vs previous 13F +76,541 shares

    3.6% of the 13F portfolio, value $8,988,957.

    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 0 shares
    Change vs previous 13F -3,037 shares

    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).

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

  7. period ended2024-12-31
    13F 3,037 shares
    Change vs previous 13F -1,673 shares

    0.13% of the 13F portfolio, value $308,978.

    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 4,710 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $464,794.

    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).