Filer · Institutional
ELEVATE WEALTH ADVISORY,INC
CIK 0002011651TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 10
Q1 202613F-HR
0001398344-26-008876 · filed 2026-05-11
125
positions
Q4 202513F-HR
0001398344-26-001334 · filed 2026-01-27
122
positions
Q3 202513F-HR
0001398344-25-019772 · filed 2025-10-24
121
positions
Q2 202513F-HR
0001398344-25-013587 · filed 2025-07-23
134
positions
Q1 202513F-HR
0001398344-25-009341 · filed 2025-05-14
132
positions
Q4 202413F-HR
0001398344-25-002394 · filed 2025-02-11
117
positions
Q3 202413F-HR
0001398344-24-020533 · filed 2024-11-13
121
positions
Q2 202413F-HR
0001398344-24-014326 · filed 2024-08-12
111
positions
Q1 202413F-HR
0001398344-24-008539 · filed 2024-05-02
106
positions
Q4 202313F-HR
0001398344-24-002994 · filed 2024-02-14
110
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.