ELEVATION POINT WEALTH PARTNERS, LLC: AMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION POINT WEALTH PARTNERS, LLC on AMG, newest first. How the timeline and the estimate are built.

ELEVATION POINT WEALTH PARTNERS, LLC held 785 AMG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 785 shares
Change vs previous 13F -14 shares
<0.01% of the 13F portfolio, value $265,644.
13F-HR 0001744349-26-000010 filed by ELEVATION POINT WEALTH PARTNERS, LLC
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 799 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $221,083.
13F-HR 0001744349-26-000008 filed by ELEVATION POINT WEALTH PARTNERS, LLC
Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).