Skip to content

ELEVATION WEALTH PARTNERS, LLC: CAG position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 4,207 CAG 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 4,207 shares
    Change vs previous 13F +186 shares

    0.02% of the 13F portfolio, value $56,543.

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

  2. period ended2026-06-30
    13F 4,021 shares
    Change vs previous 13F +2,464 shares

    0.02% of the 13F portfolio, value $54,123.

    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 1,557 shares
    Change vs previous 13F +1,187 shares

    0.01% of the 13F portfolio, value $24,477.

    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 370 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $6,405.

    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 221 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,047.

    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).