EWG Elevate Inc. NLR β€” VANECK ETF TRUST

Ownership history in EWG Elevate Inc.  Β·  5 quarters on record

AI Ownership Summary

EWG Elevate Inc. reported VANECK ETF TRUST (NLR) in 5 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.56% in 2023 Q4. The latest visible filing shows NLR at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EWG Elevate Inc.'s position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NLR was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NLR stock page EWG Elevate Inc. fund profile EWG Elevate Inc. full holdings
How EWG Elevate Inc. held NLR β€” position size vs. price
% of Fund (quarterly)    NLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 20.4% -4.9% βœ… 30,450 -7,799 -20.4% 1.29% $4.1M 2025-11-14 (Est.) $125.82
2024 Q4 REDUCED 25.2% -9.9% βœ… 38,249 -12,918 -25.2% 0.95% $3.1M 2025-01-13 $80.79
2024 Q2 REDUCED β€” β€” β€” 51,167 -1,314 -2.5% 1.49% $4.1M 2024-07-16 $81.35
2023 Q4 REDUCED 9.6% +9.2% ❌ 52,481 -5,570 -9.6% 1.56% $3.8M 2024-01-09 $71.34
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NLR

As of 2026 Q1 β€” sorted by position size

SAGE PRIVATE WEALTH GROUP, LLC 3Y 6.36% Kiker Wealth Management, LLC 5.49% 360 Financial, Inc. 3Y 4.94% Paller Financial Services Inc 3.68% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 3.62% Rockport Wealth LLC 3.32% StoneCrest Wealth Management, Inc. 2.43% PCG Wealth Advisors, LLC 3Y 2.31% Retirement Management Systems Inc. 1.97% Tepp RIA, LLC 1.92%

FAQ About EWG Elevate Inc. and NLR

These are the practical questions this page is built to answer before you even open the full history table.

How long has EWG Elevate Inc. reported owning NLR?

EWG Elevate Inc. reported NLR across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NLR position in EWG Elevate Inc.'s portfolio?

The largest reported portfolio weight for NLR was 1.56% in 2023 Q4.

What is the latest reported NLR position on this page?

The most recent filing on this page is 2025 Q3, when EWG Elevate Inc. reported 30,450 shares, equal to 1.29% of portfolio, with an estimated market value of $4.1M.

What does the chart on this NLR ownership page compare?

The chart compares EWG Elevate Inc.'s quarterly NLR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EWG Elevate Inc. time their NLR position?

Based on 13F filing dates vs. subsequent NLR price moves, EWG Elevate Inc. correctly timed 2 out of 4 reported position changes (50%).

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