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Disclosery

Elevation Wealth Management LLC: JEPI position timeline

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

Elevation Wealth Management LLC held 21,542 JEPI 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 21,542 shares
    Change vs previous 13F -1,798 shares

    0.91% of the 13F portfolio, value $1,216,703.

    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 23,340 shares
    Change vs previous 13F -41 shares

    1.22% of the 13F portfolio, value $1,322,933.

    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 23,381 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,348,167.

    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).