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ELEVATION WEALTH PARTNERS, LLC: AVEM position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 109,456 AVEM 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 109,456 shares
    Change vs previous 13F +90 shares

    2.89% of the 13F portfolio, value $10,291,041.

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

  2. period ended2026-06-30
    13F 109,366 shares
    Change vs previous 13F +3,307 shares

    3.16% of the 13F portfolio, value $10,552,774.

    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 106,059 shares
    Change vs previous 13F +2,858 shares

    3.06% of the 13F portfolio, value $8,546,223.

    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 103,201 shares
    Change vs previous 13F +4,809 shares

    2.81% of the 13F portfolio, value $7,948,553.

    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 98,392 shares
    Change vs previous 13F +5,672 shares

    2.66% of the 13F portfolio, value $7,390,242.

    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 92,720 shares
    Change vs previous 13F +22,113 shares

    2.51% of the 13F portfolio, value $6,355,004.

    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 70,607 shares
    Change vs previous 13F -198,579 shares

    1.84% of the 13F portfolio, value $4,248,452.

    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 269,186 shares
    Change vs previous 13F not available

    7.41% of the 13F portfolio, value $17,532,033.

    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).