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ELEVATUS WELATH MANAGEMENT: EFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATUS WELATH MANAGEMENT on EFA, newest first. How the timeline and the estimate are built.

ELEVATUS WELATH MANAGEMENT held 115,675 EFA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,675 shares
    Change vs previous 13F +85,869 shares

    2.92% of the 13F portfolio, value $12,016,319.

    13F-HR 0001982776-26-000004 filed by ELEVATUS WELATH MANAGEMENT
    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 29,806 shares
    Change vs previous 13F -114,141 shares

    1.52% of the 13F portfolio, value $2,895,065.

    13F-HR 0001982776-26-000003 filed by ELEVATUS WELATH MANAGEMENT
    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 143,947 shares
    Change vs previous 13F -2,997 shares

    3.78% of the 13F portfolio, value $13,823,274.

    13F-HR 0001982776-26-000001 filed by ELEVATUS WELATH MANAGEMENT
    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 146,944 shares
    Change vs previous 13F +24,994 shares

    3.96% of the 13F portfolio, value $13,720,161.

    13F-HR 0001982776-25-000008 filed by ELEVATUS WELATH MANAGEMENT
    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 121,950 shares
    Change vs previous 13F +80,591 shares

    3.63% of the 13F portfolio, value $10,901,111.

    13F-HR 0001987932-25-000005 filed by ELEVATUS WELATH MANAGEMENT
    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 41,359 shares
    Change vs previous 13F +33,846 shares

    1.92% of the 13F portfolio, value $3,380,271.

    13F-HR 0001982776-25-000003 filed by ELEVATUS WELATH MANAGEMENT
    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 7,513 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $568,058.

    13F-HR 0001982776-25-000001 filed by ELEVATUS WELATH MANAGEMENT
    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 7,513 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $628,312.

    13F-HR 0001982776-24-000006 filed by ELEVATUS WELATH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).