ELEVATUS WELATH MANAGEMENT: IJR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATUS WELATH MANAGEMENT on IJR, newest first. How the timeline and the estimate are built.
ELEVATUS WELATH MANAGEMENT held 2,206 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,206 sharesChange vs previous 13F +82 shares
0.08% of the 13F portfolio, value $327,102.
13F-HR 0001982776-26-000004 filed by ELEVATUS WELATH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,124 sharesChange vs previous 13F -1,000 shares
0.14% of the 13F portfolio, value $264,061.
13F-HR 0001982776-26-000003 filed by ELEVATUS WELATH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,124 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $375,449.
13F-HR 0001982776-26-000001 filed by ELEVATUS WELATH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,124 sharesChange vs previous 13F +1,001 shares
0.11% of the 13F portfolio, value $371,175.
13F-HR 0001982776-25-000008 filed by ELEVATUS WELATH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,123 sharesChange vs previous 13F -1,274 shares
0.08% of the 13F portfolio, value $232,045.
13F-HR 0001987932-25-000005 filed by ELEVATUS WELATH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,397 sharesChange vs previous 13F +1 shares
0.2% of the 13F portfolio, value $355,207.
13F-HR 0001982776-25-000003 filed by ELEVATUS WELATH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,396 sharesChange vs previous 13F -161 shares
0.13% of the 13F portfolio, value $391,309.
13F-HR 0001982776-25-000001 filed by ELEVATUS WELATH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,557 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $416,044.
13F-HR 0001982776-24-000006 filed by ELEVATUS WELATH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).