ELEVATION POINT WEALTH PARTNERS, LLC: PSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION POINT WEALTH PARTNERS, LLC on PSA, newest first. How the timeline and the estimate are built.
ELEVATION POINT WEALTH PARTNERS, LLC held 2,864 PSA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 2,864 sharesChange vs previous 13F +105 shares
0.02% of the 13F portfolio, value $911,688.
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 2,759 sharesChange vs previous 13F +230 shares
0.02% of the 13F portfolio, value $747,435.
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 2,529 sharesChange vs previous 13F +1,744 shares
0.03% of the 13F portfolio, value $656,230.
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 785 sharesChange vs previous 13F +766 shares
0.02% of the 13F portfolio, value $226,747.
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 19 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $5,575.
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).