ELEVATUS WELATH MANAGEMENT: SOXL position timeline

ELEVATUS WELATH MANAGEMENT held 55,095 SOXL 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 55,095 shares

   Change vs previous 13F -2,968 shares

   3.57% of the 13F portfolio, value $14,694,405.

   13F-HR 0001982776-26-000004 filed by ELEVATUS WELATH MANAGEMENT
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 58,063 shares

   Change vs previous 13F -44,742 shares

   1.46% of the 13F portfolio, value $2,781,801.

   13F-HR 0001982776-26-000003 filed by ELEVATUS WELATH MANAGEMENT
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 102,805 shares

   Change vs previous 13F -15,236 shares

   1.18% of the 13F portfolio, value $4,320,882.

   13F-HR 0001982776-26-000001 filed by ELEVATUS WELATH MANAGEMENT
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 118,041 shares

   Change vs previous 13F -260,971 shares

   1.19% of the 13F portfolio, value $4,112,556.

   13F-HR 0001982776-25-000008 filed by ELEVATUS WELATH MANAGEMENT
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 379,012 shares

   Change vs previous 13F not available

   3.17% of the 13F portfolio, value $9,516,991.

   13F-HR 0001987932-25-000005 filed by ELEVATUS WELATH MANAGEMENT
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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