Elevation Wealth Management LLC: DGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elevation Wealth Management LLC on DGRO, newest first. How the timeline and the estimate are built.
Elevation Wealth Management LLC held 5,027 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 5,027 sharesChange vs previous 13F +36 shares
0.29% of the 13F portfolio, value $380,983.
13F-HR 0002093518-26-000003 filed by Elevation Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,991 sharesChange vs previous 13F +44 shares
0.32% of the 13F portfolio, value $350,288.
13F-HR 0002093518-26-000002 filed by Elevation Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,947 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $343,436.
13F-HR 0002093518-26-000001 filed by Elevation Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).