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Disclosery

Elevation Wealth Management LLC: BBIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elevation Wealth Management LLC on BBIN, newest first. How the timeline and the estimate are built.

Elevation Wealth Management LLC held 7,535 BBIN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,535 shares
    Change vs previous 13F -103 shares

    0.44% of the 13F portfolio, value $588,350.

    13F-HR 0002093518-26-000003 filed by Elevation Wealth Management 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 7,638 shares
    Change vs previous 13F -6,703 shares

    0.51% of the 13F portfolio, value $558,505.

    13F-HR 0002093518-26-000002 filed by Elevation Wealth Management 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 14,341 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,037,156.

    13F-HR 0002093518-26-000001 filed by Elevation Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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