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ELEVATION WEALTH PARTNERS, LLC: EL position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 178 EL 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 178 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $16,550.

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

  2. period ended2026-06-30
    13F 127 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $10,037.

    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 105 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $7,526.

    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 98 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $10,218.

    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 97 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $8,576.

    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 72 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,821.

    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 72 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $4,731.

    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 71 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,347.

    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).