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ELEVATION POINT WEALTH PARTNERS, LLC: NU position timeline

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

ELEVATION POINT WEALTH PARTNERS, LLC held 105,284 NU 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 105,284 shares
    Change vs previous 13F -6,985 shares

    0.03% of the 13F portfolio, value $1,406,594.

    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 112,269 shares
    Change vs previous 13F +92,290 shares

    0.04% of the 13F portfolio, value $1,613,305.

    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 19,979 shares
    Change vs previous 13F +19,979 shares

    0.02% of the 13F portfolio, value $334,448.

    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 0 shares
    Change vs previous 13F -92,709 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F/A 92,709 shares
    Change vs previous 13F +420 shares

    0.1% of the 13F portfolio, value $1,271,967.

    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 92,289 shares
    Change vs previous 13F -13,044 shares

    0.08% of the 13F portfolio, value $945,039.

    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 105,333 shares
    Change vs previous 13F -27,276 shares

    0.09% of the 13F portfolio, value $1,091,250.

    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 132,609 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,810,113.

    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).