Number of Shares
14,915
Previous 15,402 3.16%
Holding current value
$2.17 Billion
Previous $1.58 Billion 37.92%
% of portfolio
1.52%
Previous 1.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
N/A
-487 Reduced 3.16%
14,915 $2.17 Billion
Q2 2025

Jul 21, 2025

BUY
N/A
15,402 New
15,402 $1.58 Billion
Track This Portfolio

Track Elevate Capital Advisors, LLC Portfolio

Follow Elevate Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Capital Advisors, LLC with notifications on news.