ELEVATUS WELATH MANAGEMENT: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATUS WELATH MANAGEMENT on PM, newest first. How the timeline and the estimate are built.
ELEVATUS WELATH MANAGEMENT held 2,684 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,684 sharesChange vs previous 13F +19 shares
0.12% of the 13F portfolio, value $485,538.
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 2,665 sharesChange vs previous 13F +517 shares
0.23% of the 13F portfolio, value $440,646.
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 2,148 sharesChange vs previous 13F -578 shares
0.09% of the 13F portfolio, value $344,572.
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 2,726 sharesChange vs previous 13F -39 shares
0.13% of the 13F portfolio, value $442,144.
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 2,765 sharesChange vs previous 13F +12 shares
0.17% of the 13F portfolio, value $503,648.
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 2,753 sharesChange vs previous 13F +673 shares
0.25% of the 13F portfolio, value $436,980.
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 2,080 sharesChange vs previous 13F +95 shares
0.09% of the 13F portfolio, value $250,272.
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 1,985 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $240,992.
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).