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
- period ended2026-09-3013F 129,752 sharesChange 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 - period ended2026-06-3013F 143,443 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 144,120 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 143,765 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 146,249 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 145,904 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,214 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,045 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).