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ELEVATUS WELATH MANAGEMENT: WFC position timeline

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

ELEVATUS WELATH MANAGEMENT held 8,522 WFC 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 8,522 shares
    Change vs previous 13F +4,518 shares

    0.17% of the 13F portfolio, value $704,323.

    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 4,004 shares
    Change vs previous 13F +255 shares

    0.17% of the 13F portfolio, value $318,768.

    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 3,749 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $349,404.

    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).