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Disclosery

Elevation Wealth Management LLC: SCHZ position timeline

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

Elevation Wealth Management LLC held 9,832 SCHZ 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 9,832 shares
    Change vs previous 13F -6,068 shares

    0.17% of the 13F portfolio, value $227,414.

    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 15,900 shares
    Change vs previous 13F -4,579 shares

    0.34% of the 13F portfolio, value $369,198.

    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 20,479 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $478,595.

    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).