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ELEVATION WEALTH PARTNERS, LLC: DFAS position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 25,762 DFAS 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 25,762 shares
    Change vs previous 13F -146 shares

    0.56% of the 13F portfolio, value $1,994,465.

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

  2. period ended2026-06-30
    13F 25,908 shares
    Change vs previous 13F +300 shares

    0.64% of the 13F portfolio, value $2,133,303.

    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 25,608 shares
    Change vs previous 13F -1,221 shares

    0.65% of the 13F portfolio, value $1,821,501.

    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 26,829 shares
    Change vs previous 13F -1,322 shares

    0.66% of the 13F portfolio, value $1,869,156.

    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 28,151 shares
    Change vs previous 13F +549 shares

    0.69% of the 13F portfolio, value $1,927,232.

    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 27,602 shares
    Change vs previous 13F +6,020 shares

    0.69% of the 13F portfolio, value $1,758,514.

    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 21,582 shares
    Change vs previous 13F +674 shares

    0.56% of the 13F portfolio, value $1,289,535.

    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 20,908 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,360,681.

    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).