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ELEVATION WEALTH PARTNERS, LLC: DFAU position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 95,842 DFAU 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 95,842 shares
    Change vs previous 13F -135 shares

    1.41% of the 13F portfolio, value $5,018,297.

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

  2. period ended2026-06-30
    13F 95,977 shares
    Change vs previous 13F -653 shares

    1.49% of the 13F portfolio, value $4,961,062.

    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 96,630 shares
    Change vs previous 13F +2,941 shares

    1.56% of the 13F portfolio, value $4,359,956.

    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 93,689 shares
    Change vs previous 13F +9,255 shares

    1.55% of the 13F portfolio, value $4,384,622.

    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 84,434 shares
    Change vs previous 13F +15,106 shares

    1.39% of the 13F portfolio, value $3,863,702.

    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 69,328 shares
    Change vs previous 13F +9,692 shares

    1.16% of the 13F portfolio, value $2,936,717.

    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 59,636 shares
    Change vs previous 13F +7,915 shares

    0.99% of the 13F portfolio, value $2,292,424.

    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 51,721 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,094,196.

    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).