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Disclosery

Elevation Wealth Management LLC: XLK position timeline

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

Elevation Wealth Management LLC held 5,851 XLK 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 5,851 shares
    Change vs previous 13F -60 shares

    0.83% of the 13F portfolio, value $1,114,746.

    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 5,911 shares
    Change vs previous 13F +3,115 shares

    0.72% of the 13F portfolio, value $785,550.

    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 2,796 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $402,600.

    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).