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ELEVATION WEALTH PARTNERS, LLC: FNDB position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 20,170 FNDB 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 20,170 shares
    Change vs previous 13F -1,639 shares

    0.17% of the 13F portfolio, value $617,397.

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

  2. period ended2026-06-30
    13F 21,809 shares
    Change vs previous 13F +737 shares

    0.2% of the 13F portfolio, value $664,289.

    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 21,072 shares
    Change vs previous 13F +13 shares

    0.21% of the 13F portfolio, value $573,149.

    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 21,059 shares
    Change vs previous 13F -2,596 shares

    0.2% of the 13F portfolio, value $559,525.

    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 23,655 shares
    Change vs previous 13F -1,224 shares

    0.22% of the 13F portfolio, value $608,880.

    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 24,879 shares
    Change vs previous 13F -3,672 shares

    0.24% of the 13F portfolio, value $596,611.

    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 28,551 shares
    Change vs previous 13F -3,294 shares

    0.28% of the 13F portfolio, value $656,958.

    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 31,845 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $740,712.

    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).