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ELEVATION WEALTH PARTNERS, LLC: IWF position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 28,775 IWF 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 28,775 shares
    Change vs previous 13F +15 shares

    1.01% of the 13F portfolio, value $3,604,321.

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

  2. period ended2026-06-30
    13F 28,760 shares
    Change vs previous 13F +21,587 shares

    1.07% of the 13F portfolio, value $3,571,183.

    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 7,173 shares
    Change vs previous 13F -111 shares

    1.1% of the 13F portfolio, value $3,058,781.

    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 7,284 shares
    Change vs previous 13F +12 shares

    1.22% of the 13F portfolio, value $3,447,624.

    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 7,272 shares
    Change vs previous 13F +3 shares

    1.23% of the 13F portfolio, value $3,406,357.

    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 7,269 shares
    Change vs previous 13F +349 shares

    1.22% of the 13F portfolio, value $3,086,154.

    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 6,920 shares
    Change vs previous 13F -60 shares

    1.08% of the 13F portfolio, value $2,498,833.

    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 6,980 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,803,132.

    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).