ELEVATION POINT WEALTH PARTNERS, LLC: EIPI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION POINT WEALTH PARTNERS, LLC on EIPI, newest first. How the timeline and the estimate are built.
ELEVATION POINT WEALTH PARTNERS, LLC held 12,000 EIPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 12,000 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $262,080.
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 12,000 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $269,880.
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 12,000 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $238,440.
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 12,000 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $237,840.
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).