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ELEVATION POINT WEALTH PARTNERS, LLC: VRT position timeline

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

ELEVATION POINT WEALTH PARTNERS, LLC held 7,280 VRT 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 7,280 shares
    Change vs previous 13F +936 shares

    0.05% of the 13F portfolio, value $2,437,550.

    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 6,344 shares
    Change vs previous 13F -817 shares

    0.04% of the 13F portfolio, value $1,589,709.

    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 7,161 shares
    Change vs previous 13F -675 shares

    0.06% of the 13F portfolio, value $1,160,092.

    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 7,836 shares
    Change vs previous 13F -3,881 shares

    0.08% of the 13F portfolio, value $1,182,194.

    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 11,717 shares
    Change vs previous 13F -146 shares

    0.12% of the 13F portfolio, value $1,504,599.

    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 11,863 shares
    Change vs previous 13F +779 shares

    0.07% of the 13F portfolio, value $856,521.

    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 11,084 shares
    Change vs previous 13F -1,133 shares

    0.1% of the 13F portfolio, value $1,259,265.

    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 12,217 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,215,481.

    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).