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Elevation Advisory Partners LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elevation Advisory Partners LLC on SPY, newest first. How the timeline and the estimate are built.

Elevation Advisory Partners LLC held 1,947 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,947 shares
    Change vs previous 13F -195 shares

    1.48% of the 13F portfolio, value $1,444,846.

    13F-HR 0001986152-26-000133 filed by Elevation Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,142 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,489,836.

    13F-HR 0001986152-26-000073 filed by Elevation Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).