ELEVATE WEALTH ADVISORY, INC

Business address
2500 Daniells Bridge Rd, Building 200, Suite 2 B, Athens, GA, 30606
Top securities (13F)
ITOT, BSV, VGIT, DFIV, STIP, IEMG, AVDV, IDEV, AVUV, EFV, DFAT, DFLV, VNQ, DFUS, DFAU, VTIP, USMV, DFAS, DFNM, and SCHD
State of incorporation
GA
Fiscal year end
31 December
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ELEVATE WEALTH ADVISORY, INC has filed 9 SEC EDGAR filings since 14 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Oct 2025 30 Sep 2025 028-23863
N-PX Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-23863
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-23863
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-23863
13F-HR Open Document Open Filing 11 Feb 2025 31 Dec 2024 028-23863
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-23863
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-23863
13F-HR Open Document Open Filing 02 May 2024 31 Mar 2024 028-23863
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-23863