Skip to content
Disclosery

ELEVATION WEALTH PARTNERS, LLC: IUSG position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 118,622 IUSG 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 118,622 shares
    Change vs previous 13F +397 shares

    6.46% of the 13F portfolio, value $22,983,058.

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

  2. period ended2026-06-30
    13F 118,225 shares
    Change vs previous 13F +380 shares

    6.66% of the 13F portfolio, value $22,236,925.

    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 117,845 shares
    Change vs previous 13F +635 shares

    6.55% of the 13F portfolio, value $18,279,034.

    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 117,210 shares
    Change vs previous 13F -4,544 shares

    6.97% of the 13F portfolio, value $19,684,363.

    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 121,754 shares
    Change vs previous 13F +1,035 shares

    7.21% of the 13F portfolio, value $20,033,405.

    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 120,719 shares
    Change vs previous 13F +1,207 shares

    7.17% of the 13F portfolio, value $18,156,077.

    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 119,512 shares
    Change vs previous 13F +92 shares

    6.58% of the 13F portfolio, value $15,215,926.

    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 119,420 shares
    Change vs previous 13F not available

    7.03% of the 13F portfolio, value $16,641,167.

    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).