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Disclosery

Elevation Wealth Management LLC: OCTW position timeline

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

Elevation Wealth Management LLC held 68,745 OCTW 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 68,745 shares
    Change vs previous 13F -730 shares

    2.11% of the 13F portfolio, value $2,812,358.

    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 69,475 shares
    Change vs previous 13F -6,120 shares

    2.46% of the 13F portfolio, value $2,672,704.

    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 75,595 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $2,948,205.

    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).