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Disclosery

Elevation Capital Advisory, LLC: SCHD position timeline

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

Elevation Capital Advisory, LLC held 39,071 SCHD 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 39,071 shares
    Change vs previous 13F -209,714 shares

    0.48% of the 13F portfolio, value $1,238,951.

    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 248,785 shares
    Change vs previous 13F +198,952 shares

    3.25% of the 13F portfolio, value $7,632,732.

    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 49,833 shares
    Change vs previous 13F -3,480 shares

    0.56% of the 13F portfolio, value $1,366,909.

    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 53,313 shares
    Change vs previous 13F +1,674 shares

    0.58% of the 13F portfolio, value $1,455,459.

    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 51,639 shares
    Change vs previous 13F +1,189 shares

    0.55% of the 13F portfolio, value $1,368,490.

    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 50,450 shares
    Change vs previous 13F +3,567 shares

    0.62% of the 13F portfolio, value $1,410,571.

    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 46,883 shares
    Change vs previous 13F +32,319 shares

    0.55% of the 13F portfolio, value $1,280,840.

    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 14,564 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,231,103.

    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).