ELEVATION WEALTH PARTNERS, LLC: FNDX position timeline

ELEVATION WEALTH PARTNERS, LLC held 754,377 FNDX 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 754,377 shares

   Change vs previous 13F +6,427 shares

   6.67% of the 13F portfolio, value $23,740,243.

   13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
   Accepted 2026-10-07 17:08:14 UTC, ingested 2026-10-07 17:09:30 UTC

2. period ended2026-06-30

   13F 747,950 shares

   Change vs previous 13F +6,748 shares

   6.97% of the 13F portfolio, value $23,261,239.

   13F-HR 0001976256-26-000003 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 741,202 shares

   Change vs previous 13F +3,705 shares

   7.4% of the 13F portfolio, value $20,642,469.

   13F-HR 0001976256-26-000002 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 737,497 shares

   Change vs previous 13F -6,987 shares

   7.11% of the 13F portfolio, value $20,067,285.

   13F-HR 0001976256-26-000001 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F/A 744,484 shares

   Change vs previous 13F +13,054 shares

   7.05% of the 13F portfolio, value $19,579,929.

   13F-HR/A 0001976256-25-000008 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 731,430 shares

   Change vs previous 13F +3,193 shares

   7.09% of the 13F portfolio, value $17,949,303.

   13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 728,237 shares

   Change vs previous 13F +3,906 shares

   7.43% of the 13F portfolio, value $17,194,601.

   13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 724,331 shares

   Change vs previous 13F not available

   7.25% of the 13F portfolio, value $17,152,168.

   13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).