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ELEVATION WEALTH PARTNERS, LLC: JHMM position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 27,355 JHMM 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 27,355 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,955,881.

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

  2. period ended2026-06-30
    13F 27,355 shares
    Change vs previous 13F +101 shares

    0.61% of the 13F portfolio, value $2,050,530.

    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 27,254 shares
    Change vs previous 13F -58 shares

    0.66% of the 13F portfolio, value $1,829,292.

    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 27,312 shares
    Change vs previous 13F -3,284 shares

    0.63% of the 13F portfolio, value $1,788,393.

    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 30,596 shares
    Change vs previous 13F -238 shares

    0.71% of the 13F portfolio, value $1,979,229.

    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 30,834 shares
    Change vs previous 13F +7,823 shares

    0.74% of the 13F portfolio, value $1,884,858.

    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 23,011 shares
    Change vs previous 13F +786 shares

    0.57% of the 13F portfolio, value $1,318,535.

    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 22,225 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,327,504.

    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).