ELEVATION POINT WEALTH PARTNERS, LLC: WTM position timeline

ELEVATION POINT WEALTH PARTNERS, LLC held 294 WTM 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 294 shares

   Change vs previous 13F -3 shares

   0.01% of the 13F portfolio, value $609,587.

   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 297 shares

   Change vs previous 13F +74 shares

   0.02% of the 13F portfolio, value $652,508.

   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 223 shares

   Change vs previous 13F +66 shares

   0.02% of the 13F portfolio, value $463,401.

   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 157 shares

   Change vs previous 13F +81 shares

   0.02% of the 13F portfolio, value $262,429.

   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 76 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $136,475.

   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).