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ELEVATUS WELATH MANAGEMENT: VUG position timeline

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

ELEVATUS WELATH MANAGEMENT held 51,255 VUG 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 51,255 shares
    Change vs previous 13F +44,247 shares

    1.07% of the 13F portfolio, value $4,415,048.

    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 7,008 shares
    Change vs previous 13F -1,649 shares

    1.6% of the 13F portfolio, value $3,061,018.

    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 8,657 shares
    Change vs previous 13F +403 shares

    1.15% of the 13F portfolio, value $4,223,494.

    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 8,254 shares
    Change vs previous 13F +953 shares

    1.14% of the 13F portfolio, value $3,958,784.

    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 7,301 shares
    Change vs previous 13F -4,437 shares

    1.07% of the 13F portfolio, value $3,200,824.

    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 11,738 shares
    Change vs previous 13F -19,342 shares

    2.47% of the 13F portfolio, value $4,352,727.

    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 31,080 shares
    Change vs previous 13F -5,790 shares

    4.36% of the 13F portfolio, value $12,756,401.

    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 36,870 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $14,155,609.

    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).