ELEVATION POINT WEALTH PARTNERS, LLC: CNC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION POINT WEALTH PARTNERS, LLC on CNC, newest first. How the timeline and the estimate are built.
ELEVATION POINT WEALTH PARTNERS, LLC held 0 CNC shares at 2025-09-30 per its 13F-HR filed 2025-11-14.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -5,368 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F/A 5,368 sharesChange vs previous 13F +183 shares
0.02% of the 13F portfolio, value $291,375.
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 5,185 sharesChange vs previous 13F +5,185 shares
0.03% of the 13F portfolio, value $314,781.
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 0 sharesChange vs previous 13F -8,082 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F/A 8,082 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $608,413.
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).