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ELEVATUS WELATH MANAGEMENT: VTV position timeline

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

ELEVATUS WELATH MANAGEMENT held 20,637 VTV 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 20,637 shares
    Change vs previous 13F -7,874 shares

    1.09% of the 13F portfolio, value $4,497,503.

    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 28,511 shares
    Change vs previous 13F -25,324 shares

    2.93% of the 13F portfolio, value $5,593,776.

    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 53,835 shares
    Change vs previous 13F -65,032 shares

    2.81% of the 13F portfolio, value $10,281,870.

    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 118,867 shares
    Change vs previous 13F +113,849 shares

    6.4% of the 13F portfolio, value $22,167,501.

    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 5,018 shares
    Change vs previous 13F -1,737 shares

    0.3% of the 13F portfolio, value $886,932.

    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 6,755 shares
    Change vs previous 13F +1,362 shares

    0.66% of the 13F portfolio, value $1,166,908.

    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 5,393 shares
    Change vs previous 13F -74,129 shares

    0.31% of the 13F portfolio, value $913,035.

    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 79,522 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $13,882,221.

    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).