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ELEVATION WEALTH PARTNERS, LLC: FND position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 128 FND 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 128 shares
    Change vs previous 13F +93 shares

    <0.01% of the 13F portfolio, value $5,864.

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

  2. period ended2026-06-30
    13F 35 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $2,078.

    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 29 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $1,474.

    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 19 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $1,157.

    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 31 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,285.

    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).