ELEVATION POINT WEALTH PARTNERS, LLC: RBC position timeline

ELEVATION POINT WEALTH PARTNERS, LLC held 561 RBC 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 561 shares

   Change vs previous 13F -36 shares

   0.01% of the 13F portfolio, value $361,317.

   13F-HR 0001744349-26-000010 filed by ELEVATION POINT WEALTH PARTNERS, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 597 shares

   Change vs previous 13F -124 shares

   0.01% of the 13F portfolio, value $324,242.

   13F-HR 0001744349-26-000008 filed by ELEVATION POINT WEALTH PARTNERS, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 721 shares

   Change vs previous 13F -211 shares

   0.02% of the 13F portfolio, value $323,318.

   13F-HR 0001744349-26-000007 filed by ELEVATION POINT WEALTH PARTNERS, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 932 shares

   Change vs previous 13F +912 shares

   0.03% of the 13F portfolio, value $363,750.

   13F-HR 0001744349-25-000020 filed by ELEVATION POINT WEALTH PARTNERS, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 20 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $7,696.

   13F-HR/A 0001744349-26-000002 filed by ELEVATION POINT WEALTH PARTNERS, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).