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ELEVATION WEALTH PARTNERS, LLC: IJS position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 12,174 IJS 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 12,174 shares
    Change vs previous 13F +49 shares

    0.44% of the 13F portfolio, value $1,559,502.

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

  2. period ended2026-06-30
    13F 12,125 shares
    Change vs previous 13F +47 shares

    0.5% of the 13F portfolio, value $1,657,191.

    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 12,078 shares
    Change vs previous 13F +20 shares

    0.51% of the 13F portfolio, value $1,430,632.

    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 12,058 shares
    Change vs previous 13F +54 shares

    0.49% of the 13F portfolio, value $1,371,192.

    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 12,004 shares
    Change vs previous 13F +52 shares

    0.48% of the 13F portfolio, value $1,327,520.

    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 11,952 shares
    Change vs previous 13F +6,216 shares

    0.47% of the 13F portfolio, value $1,189,115.

    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 5,736 shares
    Change vs previous 13F +19 shares

    0.24% of the 13F portfolio, value $559,107.

    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 5,717 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $620,921.

    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).