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Disclosery

Elevation Capital Advisory, LLC: USMV position timeline

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

Elevation Capital Advisory, LLC held 13,558 USMV 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 13,558 shares
    Change vs previous 13F -12,011 shares

    0.5% of the 13F portfolio, value $1,307,805.

    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 25,569 shares
    Change vs previous 13F +5,181 shares

    1.01% of the 13F portfolio, value $2,371,274.

    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 20,388 shares
    Change vs previous 13F -59,257 shares

    0.78% of the 13F portfolio, value $1,919,735.

    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 79,645 shares
    Change vs previous 13F +79,645 shares

    3.03% of the 13F portfolio, value $7,577,444.

    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 0 shares
    Change vs previous 13F -37,628 shares

    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).

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

  6. period ended2025-03-31
    13F 37,628 shares
    Change vs previous 13F +37,628 shares

    1.54% of the 13F portfolio, value $3,524,251.

    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 0 shares
    Change vs previous 13F -40,304 shares

    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).

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

  8. period ended2024-09-30
    13F 40,304 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,680,165.

    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).