ELEVATION WEALTH PARTNERS, LLC: ADI position timeline

ELEVATION WEALTH PARTNERS, LLC held 461 ADI 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 461 shares

   Change vs previous 13F -60 shares

   0.05% of the 13F portfolio, value $182,884.

   13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
   Accepted 2026-10-07 17:08:14 UTC, ingested 2026-10-07 17:09:30 UTC

2. period ended2026-06-30

   13F 521 shares

   Change vs previous 13F +76 shares

   0.06% of the 13F portfolio, value $206,926.

   13F-HR 0001976256-26-000003 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 445 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $141,573.

   13F-HR 0001976256-26-000002 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 445 shares

   Change vs previous 13F +32 shares

   0.04% of the 13F portfolio, value $120,684.

   13F-HR 0001976256-26-000001 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F/A 413 shares

   Change vs previous 13F +13 shares

   0.04% of the 13F portfolio, value $101,475.

   13F-HR/A 0001976256-25-000008 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 400 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $95,208.

   13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 400 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $80,668.

   13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 400 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $84,984.

   13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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