EWG Elevate Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, EWG Elevate Inc. opened 32 positions, added to 106, reduced 77 and sold out of 28.
- Q3 2025: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 14,500.
- Q3 2025: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 2,210.
- Q3 2025: Stock TSLA; Country of operation United States; Class COM; Shares before 2,555.
- Q3 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 6,162.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1765278), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 14,500 | 7,479 | -7,021 | $4,420,035 | $2,658,560 | -$1,761,475 | 2025-10-07 |
|---|
| Q3 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,210 | 1,479 | -731 | $1,073,552 | $743,552 | -$330,000 | 2025-10-07 |
|---|
| Q3 2025 | TSLA
TESLA INC | United States | COM | 2,555 | 2,463 | -92 | $811,639 | $1,095,370 | +$283,731 | 2025-10-07 |
|---|
| Q3 2025 | MSFT
MICROSOFT CORP | United States | COM | 6,162 | 5,421 | -741 | $3,065,239 | $2,807,784 | -$257,455 | 2025-10-07 |
|---|
| Q3 2025 | ABBV
ABBVIE INC | United States | COM | 3,819 | 3,672 | -147 | $708,902 | $850,264 | +$141,362 | 2025-10-07 |
|---|
| Q3 2025 | VLO
VALERO ENERGY CORP | United States | COM | 3,580 | 3,571 | -9 | $481,224 | $607,998 | +$126,774 | 2025-10-07 |
|---|
| Q3 2025 | DIS
DISNEY WALT CO | United States | COM | 2,683 | 2,131 | -552 | $332,772 | $244,046 | -$88,726 | 2025-10-07 |
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| Q3 2025 | WTRG
ESSENTIAL UTILS INC | United States | COM | 5,516 | 5,357 | -159 | $204,882 | $213,730 | +$8,848 | 2025-10-07 |
|---|
| Q3 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 6,224 | 5,979 | -245 | $269,323 | $262,763 | -$6,560 | 2025-10-07 |
|---|
| Q3 2025 | META
META PLATFORMS INC | United States | CL A | 509 | 506 | -3 | $375,813 | $371,721 | -$4,092 | 2025-10-07 |
|---|
| Q2 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 79,664 | 14,500 | -65,164 | $22,954,385 | $4,420,035 | -$18,534,350 | 2025-07-15 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 13,000 | 12,979 | -21 | $2,887,773 | $2,662,873 | -$224,900 | 2025-07-15 |
|---|
| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 7,438 | 7,040 | -398 | $1,415,207 | $1,544,567 | +$129,360 | 2025-07-15 |
|---|
| Q2 2025 | MCO
MOODYS CORP | United States | COM | 633 | 623 | -10 | $294,782 | $312,491 | +$17,709 | 2025-07-15 |
|---|
| Q2 2025 | SRE
SEMPRA | United States | COM | 2,858 | 2,800 | -58 | $203,912 | $212,119 | +$8,207 | 2025-07-15 |
|---|
| Q2 2025 | DBP
INVESCO DB MULTI-SECTOR COMM | United States | PRECIOUS METAL | 6,497 | 6,236 | -261 | $464,211 | $468,573 | +$4,362 | 2025-07-15 |
|---|
| Q2 2025 | META
META PLATFORMS INC | United States | CL A | 652 | 509 | -143 | $375,841 | $375,813 | -$28 | 2025-07-15 |
|---|
| Q1 2025 | TSLA
TESLA INC | United States | COM | 3,669 | 2,516 | -1,153 | $1,481,689 | $652,061 | -$829,628 | 2025-04-10 |
|---|
| Q1 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 10,592 | 5,776 | -4,816 | $1,422,366 | $625,970 | -$796,396 | 2025-04-10 |
|---|
| Q1 2025 | AAPL
APPLE INC | United States | COM | 13,983 | 13,000 | -983 | $3,501,607 | $2,887,773 | -$613,834 | 2025-04-10 |
|---|
| Q1 2025 | MSFT
MICROSOFT CORP | United States | COM | 5,738 | 5,541 | -197 | $2,418,694 | $2,080,195 | -$338,499 | 2025-04-10 |
|---|
| Q1 2025 | CVX
CHEVRON CORP NEW | United States | COM | 2,895 | 1,265 | -1,630 | $419,372 | $211,616 | -$207,756 | 2025-04-10 |
|---|
| Q1 2025 | IRM
IRON MTN INC DEL | United States | COM | 5,842 | 5,722 | -120 | $614,075 | $492,361 | -$121,714 | 2025-04-10 |
|---|
| Q1 2025 | DIS
DISNEY WALT CO | United States | COM | 3,189 | 2,679 | -510 | $355,058 | $264,460 | -$90,598 | 2025-04-10 |
|---|
| Q1 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,568 | 1,385 | -183 | $296,849 | $214,104 | -$82,745 | 2025-04-10 |
|---|
| Q1 2025 | EIX
EDISON INTL | United States | COM | 3,630 | 3,574 | -56 | $289,819 | $210,580 | -$79,239 | 2025-04-10 |
|---|
| Q1 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 1,517 | 1,493 | -24 | $288,916 | $233,202 | -$55,714 | 2025-04-10 |
|---|
| Q1 2025 | SRE
SEMPRA | United States | COM | 2,869 | 2,858 | -11 | $251,626 | $203,912 | -$47,714 | 2025-04-10 |
|---|
| Q1 2025 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,167 | 1,159 | -8 | $256,542 | $288,197 | +$31,655 | 2025-04-10 |
|---|
| Q1 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,591 | 5,538 | -53 | $223,573 | $251,222 | +$27,649 | 2025-04-10 |
|---|
| Q1 2025 | APH
AMPHENOL CORP NEW | United States | CL A | 5,706 | 5,700 | -6 | $396,282 | $373,863 | -$22,419 | 2025-04-10 |
|---|
| Q1 2025 | DOV
DOVER CORP | United States | COM | 1,405 | 1,403 | -2 | $263,578 | $246,479 | -$17,099 | 2025-04-10 |
|---|
| Q1 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 684 | 673 | -11 | $626,729 | $636,510 | +$9,781 | 2025-04-10 |
|---|
| Q1 2025 | MCO
MOODYS CORP | United States | COM | 636 | 633 | -3 | $301,063 | $294,782 | -$6,281 | 2025-04-10 |
|---|
| Q1 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 2,015 | 1,853 | -162 | $216,784 | $220,413 | +$3,629 | 2025-04-10 |
|---|
| Q1 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 1,400 | 1,358 | -42 | $335,594 | $333,117 | -$2,477 | 2025-04-10 |
|---|
| Q4 2024 | GLD
SPDR GOLD TR | United States | GOLD SHS | 26,520 | 2,851 | -23,669 | $6,445,951 | $690,313 | -$5,755,638 | 2025-01-13 |
|---|
| Q4 2024 | AMZN
AMAZON COM INC | United States | COM | 7,462 | 7,416 | -46 | $1,390,407 | $1,627,011 | +$236,604 | 2025-01-13 |
|---|
| Q4 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,784 | 2,015 | -1,769 | $443,520 | $216,784 | -$226,736 | 2025-01-13 |
|---|
| Q4 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 855 | 684 | -171 | $757,874 | $626,729 | -$131,145 | 2025-01-13 |
|---|
| Q4 2024 | IRM
IRON MTN INC DEL | United States | COM | 6,062 | 5,842 | -220 | $720,372 | $614,075 | -$106,297 | 2025-01-13 |
|---|
| Q4 2024 | ABBV
ABBVIE INC | United States | COM | 3,585 | 3,573 | -12 | $707,966 | $634,922 | -$73,044 | 2025-01-13 |
|---|
| Q4 2024 | CION
CION INVT CORP | United States | COM | 27,794 | 25,474 | -2,320 | $330,749 | $290,404 | -$40,345 | 2025-01-13 |
|---|
| Q4 2024 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,797 | 5,591 | -206 | $260,358 | $223,573 | -$36,785 | 2025-01-13 |
|---|
| Q3 2024 | BAR
GRANITESHARES GOLD TR | United States | SHS BEN INT | 224,516 | 211,822 | -12,694 | $5,154,880 | $5,501,010 | +$346,130 | 2024-10-07 |
|---|
| Q3 2024 | TSLA
TESLA INC | United States | COM | 3,717 | 3,510 | -207 | $735,520 | $918,321 | +$182,801 | 2024-10-07 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 7,997 | 7,462 | -535 | $1,545,433 | $1,390,407 | -$155,026 | 2024-10-07 |
|---|
| Q3 2024 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 30,244 | 29,778 | -466 | $1,328,619 | $1,479,967 | +$151,348 | 2024-10-07 |
|---|
| Q3 2024 | IRM
IRON MTN INC DEL | United States | COM | 6,865 | 6,062 | -803 | $615,211 | $720,372 | +$105,161 | 2024-10-07 |
|---|
| Q3 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,023 | 1,938 | -85 | $822,956 | $891,984 | +$69,028 | 2024-10-07 |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 15,317 | 13,588 | -1,729 | $3,226,041 | $3,165,983 | -$60,058 | 2024-10-07 |
|---|
| Q3 2024 | CION
CION INVT CORP | United States | COM | 29,434 | 27,794 | -1,640 | $356,740 | $330,749 | -$25,991 | 2024-10-07 |
|---|
| Q3 2024 | DIS
DISNEY WALT CO | United States | COM | 3,345 | 3,188 | -157 | $332,170 | $306,622 | -$25,548 | 2024-10-07 |
|---|
| Q3 2024 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,807 | 5,797 | -10 | $239,472 | $260,358 | +$20,886 | 2024-10-07 |
|---|
| Q3 2024 | SLV
ISHARES SILVER TR | United States | ISHARES | 8,274 | 8,175 | -99 | $219,840 | $232,252 | +$12,412 | 2024-10-07 |
|---|
| Q3 2024 | GLPI
GAMING & LEISURE PPTYS INC | United States | COM | 18,446 | 16,410 | -2,036 | $833,922 | $844,271 | +$10,349 | 2024-10-07 |
|---|
| Q2 2024 | IRM
IRON MTN INC DEL | United States | COM | 74,732 | 6,865 | -67,867 | $5,994,239 | $615,211 | -$5,379,028 | 2024-07-16 |
|---|
| Q2 2024 | GLPI
GAMING & LEISURE PPTYS INC | United States | COM | 29,469 | 18,446 | -11,023 | $1,357,631 | $833,922 | -$523,709 | 2024-07-16 |
|---|
| Q2 2024 | GLD
SPDR GOLD TR | United States | GOLD SHS | 27,766 | 24,826 | -2,940 | $5,712,022 | $5,337,838 | -$374,184 | 2024-07-16 |
|---|
| Q2 2024 | BAR
GRANITESHARES GOLD TR | United States | SHS BEN INT | 245,699 | 224,516 | -21,183 | $5,395,550 | $5,154,880 | -$240,670 | 2024-07-16 |
|---|
| Q2 2024 | ADMA
ADMA BIOLOGICS INC | United States | COM | 100,000 | 70,000 | -30,000 | $660,000 | $782,600 | +$122,600 | 2024-07-16 |
|---|
| Q2 2024 | ARCC
ARES CAPITAL CORP | United States | COM | 146,389 | 140,926 | -5,463 | $3,047,809 | $2,936,898 | -$110,911 | 2024-07-16 |
|---|
| Q2 2024 | TSLA
TESLA INC | United States | COM | 3,897 | 3,717 | -180 | $685,054 | $735,520 | +$50,466 | 2024-07-16 |
|---|
| Q2 2024 | ABBV
ABBVIE INC | United States | COM | 3,629 | 3,579 | -50 | $660,760 | $613,870 | -$46,890 | 2024-07-16 |
|---|
| Q2 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,210 | 1,160 | -50 | $230,971 | $200,622 | -$30,349 | 2024-07-16 |
|---|
| Q1 2024 | GLPI
GAMING & LEISURE PPTYS INC | United States | COM | 36,743 | 29,469 | -7,274 | $1,813,261 | $1,357,631 | -$455,630 | 2024-04-10 |
|---|
| Q1 2024 | GLD
SPDR GOLD TR | United States | GOLD SHS | 27,801 | 27,766 | -35 | $5,314,717 | $5,712,022 | +$397,305 | 2024-04-10 |
|---|
| Q1 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 908 | 855 | -53 | $449,883 | $772,546 | +$322,663 | 2024-04-10 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 13,145 | 13,118 | -27 | $2,530,886 | $2,249,412 | -$281,474 | 2024-04-10 |
|---|
| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 5,753 | 5,582 | -171 | $2,163,349 | $2,348,567 | +$185,218 | 2024-04-10 |
|---|
| Q1 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,040 | 2,023 | -17 | $727,561 | $850,712 | +$123,151 | 2024-04-10 |
|---|
| Q1 2024 | DIS
DISNEY WALT CO | United States | COM | 3,259 | 3,213 | -46 | $294,295 | $393,198 | +$98,903 | 2024-04-10 |
|---|
| Q1 2024 | IRM
IRON MTN INC DEL | United States | COM | 86,907 | 74,732 | -12,175 | $6,081,778 | $5,994,239 | -$87,539 | 2024-04-10 |
|---|
| Q1 2024 | ALT
ALTIMMUNE INC | United States | COM NEW | 15,000 | 10,000 | -5,000 | $168,750 | $101,800 | -$66,950 | 2024-04-10 |
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| Q1 2024 | APH
AMPHENOL CORP NEW | United States | CL A | 2,814 | 2,793 | -21 | $278,952 | $322,173 | +$43,221 | 2024-04-10 |
|---|
| Q1 2024 | SO
SOUTHERN CO | United States | COM | 4,053 | 4,023 | -30 | $284,161 | $288,610 | +$4,449 | 2024-04-10 |
|---|
| Q1 2024 | MCO
MOODYS CORP | United States | COM | 630 | 622 | -8 | $246,143 | $244,465 | -$1,678 | 2024-04-10 |
|---|
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