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Elevate Wealth Advisory, Inc

SEC CIK
0002011651
Latest filing
Aug 14, 2026

WY holding history

Weyerhaeuser Co in every 13F filed by Elevate Wealth Advisory, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WY overviewAll 13F holders of WYFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2023
Holdings of WY by Elevate Wealth Advisory, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−7,758−100.0%Sold outHolders
Q3 20247,758$262.7K0.2%00.0%UnchangedHolders
Q2 20247,758$220.3K0.2%00.0%UnchangedHolders
Q1 20247,758$278.6K0.2%00.0%UnchangedHolders
Q4 20237,758$269.7K0.2%–No prior filingHolders