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ELEVATION WEALTH PARTNERS, LLC: BRK-B position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 4,352 BRK-B 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 4,352 shares
    Change vs previous 13F -147 shares

    0.61% of the 13F portfolio, value $2,167,149.

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

  2. period ended2026-06-30
    13F 4,499 shares
    Change vs previous 13F +35 shares

    0.67% of the 13F portfolio, value $2,251,326.

    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 4,464 shares
    Change vs previous 13F +241 shares

    0.77% of the 13F portfolio, value $2,139,217.

    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 4,223 shares
    Change vs previous 13F -350 shares

    0.75% of the 13F portfolio, value $2,122,763.

    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 4,573 shares
    Change vs previous 13F -114 shares

    0.83% of the 13F portfolio, value $2,299,102.

    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 4,687 shares
    Change vs previous 13F -115 shares

    0.9% of the 13F portfolio, value $2,276,873.

    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 4,802 shares
    Change vs previous 13F -204 shares

    1.11% of the 13F portfolio, value $2,557,525.

    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 5,006 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,269,184.

    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).