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ELEVATION POINT WEALTH PARTNERS, LLC: BTI position timeline

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

ELEVATION POINT WEALTH PARTNERS, LLC held 59,955 BTI 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 59,955 shares
    Change vs previous 13F -1,944 shares

    0.07% of the 13F portfolio, value $3,702,818.

    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 61,899 shares
    Change vs previous 13F +29,469 shares

    0.09% of the 13F portfolio, value $3,644,203.

    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 32,430 shares
    Change vs previous 13F +20,492 shares

    0.09% of the 13F portfolio, value $1,860,427.

    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 11,938 shares
    Change vs previous 13F -6,953 shares

    0.04% of the 13F portfolio, value $633,654.

    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 18,891 shares
    Change vs previous 13F +2,176 shares

    0.07% of the 13F portfolio, value $894,134.

    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 16,715 shares
    Change vs previous 13F +258 shares

    0.06% of the 13F portfolio, value $691,499.

    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 16,457 shares
    Change vs previous 13F -2,886 shares

    0.05% of the 13F portfolio, value $597,704.

    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).

  8. period ended2024-09-30
    13F/A 19,343 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $707,568.

    13F-HR/A 0001744349-26-000004 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).