ELEVATION POINT WEALTH PARTNERS, LLC: CHKP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION POINT WEALTH PARTNERS, LLC on CHKP, newest first. How the timeline and the estimate are built.
ELEVATION POINT WEALTH PARTNERS, LLC held 11,607 CHKP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 11,607 sharesChange vs previous 13F +7,003 shares
0.03% of the 13F portfolio, value $1,525,508.
13F-HR 0001744349-26-000010 filed by ELEVATION POINT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,604 sharesChange vs previous 13F +1,658 shares
0.02% of the 13F portfolio, value $657,681.
13F-HR 0001744349-26-000008 filed by ELEVATION POINT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,946 sharesChange vs previous 13F +11 shares
0.03% of the 13F portfolio, value $546,660.
13F-HR 0001744349-26-000007 filed by ELEVATION POINT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,935 sharesChange vs previous 13F -2,522 shares
0.04% of the 13F portfolio, value $607,281.
13F-HR 0001744349-25-000020 filed by ELEVATION POINT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 5,457 sharesChange vs previous 13F +728 shares
0.09% of the 13F portfolio, value $1,207,361.
13F-HR/A 0001744349-26-000002 filed by ELEVATION POINT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 4,729 sharesChange vs previous 13F -60 shares
0.09% of the 13F portfolio, value $1,077,834.
13F-HR/A 0001744349-26-000001 filed by ELEVATION POINT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 4,789 sharesChange vs previous 13F -144 shares
0.07% of the 13F portfolio, value $894,106.
13F-HR/A 0001744349-26-000003 filed by ELEVATION POINT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 4,933 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $951,132.
13F-HR/A 0001744349-26-000004 filed by ELEVATION POINT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).