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ELEVATION POINT WEALTH PARTNERS, LLC: BCS position timeline

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

ELEVATION POINT WEALTH PARTNERS, LLC held 94,453 BCS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,453 shares
    Change vs previous 13F +1,138 shares

    0.05% of the 13F portfolio, value $2,536,982.

    13F-HR 0001744349-26-000010 filed by ELEVATION POINT WEALTH 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 93,315 shares
    Change vs previous 13F +75,861 shares

    0.05% of the 13F portfolio, value $1,974,546.

    13F-HR 0001744349-26-000008 filed by ELEVATION POINT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 17,454 shares
    Change vs previous 13F -84,069 shares

    0.02% of the 13F portfolio, value $444,210.

    13F-HR 0001744349-26-000007 filed by ELEVATION POINT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 101,523 shares
    Change vs previous 13F +21,425 shares

    0.15% of the 13F portfolio, value $2,098,487.

    13F-HR 0001744349-25-000020 filed by ELEVATION POINT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 80,098 shares
    Change vs previous 13F +1,433 shares

    0.12% of the 13F portfolio, value $1,489,027.

    13F-HR/A 0001744349-26-000002 filed by ELEVATION POINT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 78,665 shares
    Change vs previous 13F +3,126 shares

    0.1% of the 13F portfolio, value $1,208,294.

    13F-HR/A 0001744349-26-000001 filed by ELEVATION POINT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 75,539 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,003,913.

    13F-HR/A 0001744349-26-000003 filed by ELEVATION POINT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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