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ELEVATUS WELATH MANAGEMENT: IEFA position timeline

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

ELEVATUS WELATH MANAGEMENT held 10,436 IEFA 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 10,436 shares
    Change vs previous 13F +129 shares

    0.25% of the 13F portfolio, value $1,007,862.

    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 10,307 shares
    Change vs previous 13F -769 shares

    0.49% of the 13F portfolio, value $933,097.

    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 11,076 shares
    Change vs previous 13F +630 shares

    0.27% of the 13F portfolio, value $990,819.

    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 10,446 shares
    Change vs previous 13F +230 shares

    0.26% of the 13F portfolio, value $912,040.

    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 10,216 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $852,832.

    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 10,216 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $772,840.

    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 10,216 shares
    Change vs previous 13F -1,287 shares

    0.25% of the 13F portfolio, value $717,980.

    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 11,503 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $897,817.

    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).