ELEVATION POINT WEALTH PARTNERS, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION POINT WEALTH PARTNERS, LLC on COP, newest first. How the timeline and the estimate are built.
ELEVATION POINT WEALTH PARTNERS, LLC held 66,700 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 66,700 sharesChange vs previous 13F +23,448 shares
0.13% of the 13F portfolio, value $6,934,187.
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 43,252 sharesChange vs previous 13F +22,332 shares
0.14% of the 13F portfolio, value $5,709,266.
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 20,920 sharesChange vs previous 13F +1,336 shares
0.09% of the 13F portfolio, value $1,958,360.
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 19,584 sharesChange vs previous 13F +2,696 shares
0.13% of the 13F portfolio, value $1,852,474.
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 16,888 sharesChange vs previous 13F -1,172 shares
0.12% of the 13F portfolio, value $1,515,572.
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 18,060 sharesChange vs previous 13F +8,189 shares
0.16% of the 13F portfolio, value $1,896,710.
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 9,871 sharesChange vs previous 13F +3,612 shares
0.08% of the 13F portfolio, value $978,903.
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 6,259 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $658,901.
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).