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Elevate Capital Advisors, LLC → WRB-PH

Elevate Capital Advisors, LLC WRB-PH Position History

WRB-PH

Quarters held
4
Latest value
$4.8M
Q3 2026
Peak value
$5.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.5M
Q1 2026$4.5M
Q2 2026$5.3M
Q3 2026$4.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.8M70.9K——
Q2 2026$5.3M75.4K——
Q1 2026$4.5M67.4K——
Q4 2025$3.5M49.4K——

Other funds holding WRB-PH

Other Elevate Capital Advisors, LLC positions

ETHA

ISHARES TR

$20.2M
BLK

ISHARES TR

$19.3M
ETHA

ISHARES TR

$19.1M
BLK

ISHARES TR

$18.8M
ETHA

ISHARES TR

$18.2M
PNC

PNC FINL SVCS GROUP INC

$15.3M
BLK

ISHARES TR

$14.6M
PNC

PNC FINL SVCS GROUP INC

$13.8M
Elevate Capital Advisors, LLC WRB-PH Holdings: 13F Position History | Track13F