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ELEVATION WEALTH PARTNERS, LLC: BNDX position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 70,742 BNDX 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 70,742 shares
    Change vs previous 13F +3,861 shares

    0.93% of the 13F portfolio, value $3,315,669.

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

  2. period ended2026-06-30
    13F 66,881 shares
    Change vs previous 13F +5,894 shares

    0.97% of the 13F portfolio, value $3,239,053.

    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 60,987 shares
    Change vs previous 13F +208 shares

    1.05% of the 13F portfolio, value $2,930,430.

    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 60,779 shares
    Change vs previous 13F +2,308 shares

    1.04% of the 13F portfolio, value $2,936,830.

    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 58,471 shares
    Change vs previous 13F +497 shares

    1.04% of the 13F portfolio, value $2,891,969.

    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 57,974 shares
    Change vs previous 13F +2,877 shares

    1.13% of the 13F portfolio, value $2,870,316.

    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 55,097 shares
    Change vs previous 13F +711 shares

    1.16% of the 13F portfolio, value $2,689,830.

    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 54,386 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,667,625.

    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).