Elevation Wealth Management LLC: FHLC position timeline

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

Elevation Wealth Management LLC held 6,643 FHLC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 6,643 shares
Change vs previous 13F +898 shares
0.38% of the 13F portfolio, value $513,142.
13F-HR 0002093518-26-000003 filed by Elevation Wealth Management LLC
Filed 2026-07-29 (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).
period ended2026-03-31
13F 5,745 shares
Change vs previous 13F not available
0.37% of the 13F portfolio, value $404,248.
13F-HR 0002093518-26-000002 filed by Elevation Wealth Management LLC
Filed 2026-05-11 (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).