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ELEVATUS WELATH MANAGEMENT: XLC position timeline

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

ELEVATUS WELATH MANAGEMENT held 4,855 XLC 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 4,855 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $520,077.

    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 4,843 shares
    Change vs previous 13F -263 shares

    0.28% of the 13F portfolio, value $536,910.

    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 5,106 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $601,024.

    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 5,089 shares
    Change vs previous 13F +18 shares

    0.17% of the 13F portfolio, value $602,417.

    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 5,071 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $550,395.

    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 5,070 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $489,029.

    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 5,069 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $490,727.

    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 5,068 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $458,129.

    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).