Skip to content
Disclosery

ELEVATION WEALTH PARTNERS, LLC: DFUS position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 3,865 DFUS 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 3,865 shares
    Change vs previous 13F -16 shares

    0.09% of the 13F portfolio, value $320,887.

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

  2. period ended2026-06-30
    13F 3,881 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $317,981.

    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 3,871 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $274,500.

    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 3,862 shares
    Change vs previous 13F -28 shares

    0.1% of the 13F portfolio, value $286,437.

    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 3,890 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $281,767.

    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 3,880 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $260,036.

    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 3,869 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $234,027.

    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 3,861 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $246,130.

    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).