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ELEVATION WEALTH PARTNERS, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION WEALTH PARTNERS, LLC on AAPL, newest first. How the timeline and the estimate are built.

ELEVATION WEALTH PARTNERS, LLC held 28,012 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,012 shares
    Change vs previous 13F -57 shares

    2.62% of the 13F portfolio, value $9,328,398.

    13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,069 shares
    Change vs previous 13F -66 shares

    2.43% of the 13F portfolio, value $8,122,151.

    13F-HR 0001976256-26-000003 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 28,135 shares
    Change vs previous 13F -2,326 shares

    2.56% of the 13F portfolio, value $7,140,392.

    13F-HR 0001976256-26-000002 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 30,461 shares
    Change vs previous 13F -2,583 shares

    2.93% of the 13F portfolio, value $8,281,201.

    13F-HR 0001976256-26-000001 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F/A 33,044 shares
    Change vs previous 13F +3,923 shares

    3.03% of the 13F portfolio, value $8,414,119.

    13F-HR/A 0001976256-25-000008 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 29,121 shares
    Change vs previous 13F -510 shares

    2.36% of the 13F portfolio, value $5,974,791.

    13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 29,631 shares
    Change vs previous 13F -1,490 shares

    2.85% of the 13F portfolio, value $6,587,074.

    13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 31,121 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $7,793,311.

    13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).