Number of Shares
25,583
Previous 27,830 8.07%
Holding current value
$1.29 Billion
Previous $1.84 Billion 29.75%
% of portfolio
0.86%
Previous 1.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026

SELL
N/A
-2,247 Reduced 8.07%
25,583 $1.29 Billion
Q3 2025

Oct 27, 2025

BUY
N/A
2,731 Added 10.88%
27,830 $1.84 Billion
Q2 2025

Jul 21, 2025

BUY
N/A
9,370 Added 59.57%
25,099 $1.57 Billion
Q1 2025

Apr 25, 2025

BUY
N/A
3,355 Added 27.11%
15,729 $751 Million
Q4 2024

Jan 28, 2025

BUY
N/A
12,374 New
12,374 $670 Million
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.