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ELEVATION WEALTH PARTNERS, LLC: DFSI position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 9,882 DFSI 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 9,882 shares
    Change vs previous 13F -1,965 shares

    0.13% of the 13F portfolio, value $446,387.

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

  2. period ended2026-06-30
    13F 11,847 shares
    Change vs previous 13F +140 shares

    0.16% of the 13F portfolio, value $534,281.

    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 11,707 shares
    Change vs previous 13F +719 shares

    0.18% of the 13F portfolio, value $496,379.

    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 10,988 shares
    Change vs previous 13F +57 shares

    0.17% of the 13F portfolio, value $470,781.

    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 10,931 shares
    Change vs previous 13F +39 shares

    0.16% of the 13F portfolio, value $447,644.

    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 10,892 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $429,258.

    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).