ELEVATE WEALTH ADVISORY, INC SEC EDGAR Filings (CIK 0002011651)

SEC EDGAR filings, ownership reports, and insider transactions for 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

Recent SEC filings for ELEVATE WEALTH ADVISORY, INC including 13F-HR, N-PX.

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

About this filer

ELEVATE WEALTH ADVISORY, INC files with the SEC under CIK 0002011651. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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