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ELEVATION POINT WEALTH PARTNERS, LLC: WEC position timeline

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

ELEVATION POINT WEALTH PARTNERS, LLC held 6,657 WEC 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 6,657 shares
    Change vs previous 13F +264 shares

    0.01% of the 13F portfolio, value $777,360.

    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 6,393 shares
    Change vs previous 13F +1,333 shares

    0.02% of the 13F portfolio, value $740,101.

    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 5,060 shares
    Change vs previous 13F -172 shares

    0.03% of the 13F portfolio, value $533,607.

    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 5,232 shares
    Change vs previous 13F +4,010 shares

    0.04% of the 13F portfolio, value $599,582.

    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 1,222 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $127,332.

    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).