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ELEVATION WEALTH PARTNERS, LLC: ES position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 767 ES 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 767 shares
    Change vs previous 13F +418 shares

    0.01% of the 13F portfolio, value $49,211.

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

  2. period ended2026-06-30
    13F 349 shares
    Change vs previous 13F +240 shares

    0.01% of the 13F portfolio, value $25,223.

    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 109 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $7,552.

    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 72 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $4,848.

    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 42 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,988.

    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).