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ELEVATUS WELATH MANAGEMENT: VOO position timeline

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

ELEVATUS WELATH MANAGEMENT held 13,322 VOO 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 13,322 shares
    Change vs previous 13F +7,236 shares

    2.23% of the 13F portfolio, value $9,149,383.

    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 6,086 shares
    Change vs previous 13F -21,842 shares

    1.91% of the 13F portfolio, value $3,636,958.

    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 27,928 shares
    Change vs previous 13F -7,185 shares

    4.79% of the 13F portfolio, value $17,514,454.

    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 35,113 shares
    Change vs previous 13F -8,599 shares

    6.21% of the 13F portfolio, value $21,502,526.

    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 43,712 shares
    Change vs previous 13F +39,395 shares

    8.28% of the 13F portfolio, value $24,829,524.

    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 4,317 shares
    Change vs previous 13F -58,152 shares

    1.26% of the 13F portfolio, value $2,218,508.

    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 62,469 shares
    Change vs previous 13F +24,425 shares

    11.52% of the 13F portfolio, value $33,659,104.

    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 38,044 shares
    Change vs previous 13F not available

    6.56% of the 13F portfolio, value $20,074,734.

    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).