Skip to content

ELEVATION WEALTH PARTNERS, LLC: LLY position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 1,395 LLY 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 1,395 shares
    Change vs previous 13F +7 shares

    0.45% of the 13F portfolio, value $1,614,399.

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

  2. period ended2026-06-30
    13F 1,388 shares
    Change vs previous 13F +844 shares

    0.5% of the 13F portfolio, value $1,665,048.

    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 544 shares
    Change vs previous 13F -19 shares

    0.18% of the 13F portfolio, value $500,507.

    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 563 shares
    Change vs previous 13F -45 shares

    0.21% of the 13F portfolio, value $605,179.

    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 608 shares
    Change vs previous 13F +46 shares

    0.17% of the 13F portfolio, value $463,973.

    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 562 shares
    Change vs previous 13F -77 shares

    0.17% of the 13F portfolio, value $438,130.

    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 639 shares
    Change vs previous 13F -11 shares

    0.23% of the 13F portfolio, value $527,757.

    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 650 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $501,800.

    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).