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ELEVATUS WELATH MANAGEMENT: VYM position timeline

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

ELEVATUS WELATH MANAGEMENT held 10,010 VYM 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 10,010 shares
    Change vs previous 13F +3,132 shares

    0.38% of the 13F portfolio, value $1,581,819.

    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 6,878 shares
    Change vs previous 13F +401 shares

    0.53% of the 13F portfolio, value $1,018,570.

    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 6,477 shares
    Change vs previous 13F +4,663 shares

    0.25% of the 13F portfolio, value $929,518.

    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 1,814 shares
    Change vs previous 13F +1,814 shares

    0.07% of the 13F portfolio, value $255,630.

    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 0 shares
    Change vs previous 13F -3,801 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.

  6. period ended2025-03-31
    13F 3,801 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $490,184.

    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).