Skip to content
Disclosery

Elevation Wealth Management LLC: BBUS position timeline

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

Elevation Wealth Management LLC held 63,807 BBUS 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 63,807 shares
    Change vs previous 13F -1,094 shares

    6.44% of the 13F portfolio, value $8,596,052.

    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 64,901 shares
    Change vs previous 13F +1,105 shares

    6.99% of the 13F portfolio, value $7,605,062.

    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 63,796 shares
    Change vs previous 13F not available

    7.55% of the 13F portfolio, value $7,866,673.

    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).