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ELEVATUS WELATH MANAGEMENT: VTR position timeline

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

ELEVATUS WELATH MANAGEMENT held 20,807 VTR 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 20,807 shares
    Change vs previous 13F -13,905 shares

    0.45% of the 13F portfolio, value $1,847,661.

    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 34,712 shares
    Change vs previous 13F -60,319 shares

    1.49% of the 13F portfolio, value $2,838,780.

    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 95,031 shares
    Change vs previous 13F +55,501 shares

    2.01% of the 13F portfolio, value $7,353,537.

    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 39,530 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,766,705.

    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).