ELEVATION WEALTH PARTNERS, LLC: KLAC position timeline

ELEVATION WEALTH PARTNERS, LLC held 3,064 KLAC 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 3,064 shares

   Change vs previous 13F +24 shares

   0.17% of the 13F portfolio, value $597,261.

   13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
   Accepted 2026-10-07 17:08:14 UTC, ingested 2026-10-07 17:09:30 UTC

2. period ended2026-06-30

   13F 3,040 shares

   Change vs previous 13F +2,738 shares

   0.27% of the 13F portfolio, value $917,210.

   13F-HR 0001976256-26-000003 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 302 shares

   Change vs previous 13F +1 shares

   0.16% of the 13F portfolio, value $444,238.

   13F-HR 0001976256-26-000002 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 301 shares

   Change vs previous 13F +10 shares

   0.13% of the 13F portfolio, value $366,139.

   13F-HR 0001976256-26-000001 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F/A 291 shares

   Change vs previous 13F +4 shares

   0.11% of the 13F portfolio, value $313,729.

   13F-HR/A 0001976256-25-000008 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 287 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $257,269.

   13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 287 shares

   Change vs previous 13F +1 shares

   0.08% of the 13F portfolio, value $194,767.

   13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 286 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $180,091.

   13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).