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ELEVATUS WELATH MANAGEMENT: VIG position timeline

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

ELEVATUS WELATH MANAGEMENT held 5,028 VIG 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 5,028 shares
    Change vs previous 13F +2,127 shares

    0.29% of the 13F portfolio, value $1,189,697.

    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 2,901 shares
    Change vs previous 13F +524 shares

    0.33% of the 13F portfolio, value $623,934.

    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 2,377 shares
    Change vs previous 13F +2,377 shares

    0.14% of the 13F portfolio, value $522,453.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,153 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 1,153 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $223,603.

    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).

  6. period ended2024-12-31
    13F 1,153 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $225,723.

    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).

  7. period ended2024-09-30
    13F 1,151 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $228,045.

    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).