Skip to content
Disclosery

ELEVATION POINT WEALTH PARTNERS, LLC: SPY position timeline

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

ELEVATION POINT WEALTH PARTNERS, LLC held 73,906 SPY 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 73,906 shares
    Change vs previous 13F +73,906 shares

    1.03% of the 13F portfolio, value $55,306,548.

    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 0 shares
    Change vs previous 13F -30,022 shares

    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).

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

  3. period ended2025-12-31
    13F 30,022 shares
    Change vs previous 13F +25,714 shares

    0.99% of the 13F portfolio, value $20,531,915.

    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 4,308 shares
    Change vs previous 13F -110 shares

    0.2% of the 13F portfolio, value $2,876,318.

    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).

  5. period ended2025-06-30
    13F/A 4,418 shares
    Change vs previous 13F -98 shares

    0.21% of the 13F portfolio, value $2,729,283.

    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 4,516 shares
    Change vs previous 13F -301 shares

    0.22% of the 13F portfolio, value $2,525,996.

    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 4,817 shares
    Change vs previous 13F +1,289 shares

    0.23% of the 13F portfolio, value $2,823,213.

    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 3,528 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,024,225.

    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).