ELEVATION WEALTH PARTNERS, LLC: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION WEALTH PARTNERS, LLC on DEM, newest first. How the timeline and the estimate are built.
ELEVATION WEALTH PARTNERS, LLC held 6,330 DEM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 6,330 sharesChange vs previous 13F -150 shares
0.1% of the 13F portfolio, value $350,087.
13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
Accepted , ingested - period ended2026-06-3013F 6,480 sharesChange vs previous 13F -274 shares
0.1% of the 13F portfolio, value $348,574.
13F-HR 0001976256-26-000003 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,754 sharesChange vs previous 13F +4 shares
0.12% of the 13F portfolio, value $335,628.
13F-HR 0001976256-26-000002 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,750 sharesChange vs previous 13F -745 shares
0.11% of the 13F portfolio, value $315,271.
13F-HR 0001976256-26-000001 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 7,495 sharesChange vs previous 13F -171 shares
0.12% of the 13F portfolio, value $344,686.
13F-HR/A 0001976256-25-000008 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,666 sharesChange vs previous 13F -1,591 shares
0.14% of the 13F portfolio, value $347,202.
13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,257 sharesChange vs previous 13F -528 shares
0.17% of the 13F portfolio, value $389,539.
13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,785 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $396,181.
13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).