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ELEVATION WEALTH PARTNERS, LLC: IJR position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 51,718 IJR 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 51,718 shares
    Change vs previous 13F +2,074 shares

    1.98% of the 13F portfolio, value $7,035,706.

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

  2. period ended2026-06-30
    13F 49,644 shares
    Change vs previous 13F +627 shares

    2.21% of the 13F portfolio, value $7,362,697.

    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 49,017 shares
    Change vs previous 13F +5 shares

    2.18% of the 13F portfolio, value $6,093,370.

    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 49,012 shares
    Change vs previous 13F -2,017 shares

    2.09% of the 13F portfolio, value $5,890,291.

    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 51,029 shares
    Change vs previous 13F -968 shares

    2.18% of the 13F portfolio, value $6,063,760.

    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 51,997 shares
    Change vs previous 13F -4,000 shares

    2.24% of the 13F portfolio, value $5,682,794.

    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 55,997 shares
    Change vs previous 13F +1,608 shares

    2.53% of the 13F portfolio, value $5,858,292.

    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 54,389 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $6,266,754.

    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).