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ELEVATION WEALTH PARTNERS, LLC: ESGD position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 19,296 ESGD 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 19,296 shares
    Change vs previous 13F +1,455 shares

    0.56% of the 13F portfolio, value $1,988,500.

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

  2. period ended2026-06-30
    13F 17,841 shares
    Change vs previous 13F +335 shares

    0.55% of the 13F portfolio, value $1,834,280.

    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 17,506 shares
    Change vs previous 13F +46 shares

    0.6% of the 13F portfolio, value $1,673,922.

    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 17,460 shares
    Change vs previous 13F +387 shares

    0.59% of the 13F portfolio, value $1,660,269.

    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 17,073 shares
    Change vs previous 13F +25 shares

    0.57% of the 13F portfolio, value $1,587,421.

    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 17,048 shares
    Change vs previous 13F +360 shares

    0.6% of the 13F portfolio, value $1,520,997.

    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 16,688 shares
    Change vs previous 13F -1,262 shares

    0.59% of the 13F portfolio, value $1,363,248.

    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 17,950 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,366,689.

    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).