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ELEVATION WEALTH PARTNERS, LLC: DFSU position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 129,752 DFSU 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 129,752 shares
    Change vs previous 13F -13,691 shares

    1.72% of the 13F portfolio, value $6,120,398.

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

  2. period ended2026-06-30
    13F 143,443 shares
    Change vs previous 13F -677 shares

    2% of the 13F portfolio, value $6,688,739.

    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 144,120 shares
    Change vs previous 13F +355 shares

    2.12% of the 13F portfolio, value $5,921,881.

    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 143,765 shares
    Change vs previous 13F -2,484 shares

    2.21% of the 13F portfolio, value $6,243,708.

    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 146,249 shares
    Change vs previous 13F +345 shares

    2.24% of the 13F portfolio, value $6,211,575.

    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 145,904 shares
    Change vs previous 13F +140,690 shares

    2.26% of the 13F portfolio, value $5,726,722.

    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 5,214 shares
    Change vs previous 13F +169 shares

    0.08% of the 13F portfolio, value $186,699.

    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 5,045 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $191,211.

    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).