Skip to content
Disclosery

ELEVATUS WELATH MANAGEMENT: XLY position timeline

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

ELEVATUS WELATH MANAGEMENT held 3,594 XLY 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 3,594 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $421,556.

    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 3,588 shares
    Change vs previous 13F -170 shares

    0.2% of the 13F portfolio, value $391,042.

    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 3,758 shares
    Change vs previous 13F +1,882 shares

    0.12% of the 13F portfolio, value $448,710.

    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 1,876 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $449,644.

    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 1,873 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $407,059.

    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 1,873 shares
    Change vs previous 13F -25 shares

    0.21% of the 13F portfolio, value $369,843.

    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 1,898 shares
    Change vs previous 13F -191 shares

    0.15% of the 13F portfolio, value $425,816.

    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 2,089 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $418,479.

    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).