Skip to content
Disclosery

ELEVATION WEALTH PARTNERS, LLC: DFAT position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 40,436 DFAT 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 40,436 shares
    Change vs previous 13F +736 shares

    0.76% of the 13F portfolio, value $2,686,583.

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

  2. period ended2026-06-30
    13F 39,700 shares
    Change vs previous 13F -1,143 shares

    0.83% of the 13F portfolio, value $2,775,051.

    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 40,843 shares
    Change vs previous 13F +654 shares

    0.91% of the 13F portfolio, value $2,550,630.

    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 40,189 shares
    Change vs previous 13F -1,805 shares

    0.85% of the 13F portfolio, value $2,392,824.

    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 41,994 shares
    Change vs previous 13F +2,859 shares

    0.88% of the 13F portfolio, value $2,444,463.

    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 39,135 shares
    Change vs previous 13F -7,522 shares

    0.83% of the 13F portfolio, value $2,111,723.

    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 46,657 shares
    Change vs previous 13F +4,804 shares

    1.04% of the 13F portfolio, value $2,402,371.

    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 41,853 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,329,512.

    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).