Skip to content
Disclosery

ELEVATION WEALTH PARTNERS, LLC: MDY position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 1,399 MDY 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 1,399 shares
    Change vs previous 13F -6 shares

    0.26% of the 13F portfolio, value $918,657.

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

  2. period ended2026-06-30
    13F 1,405 shares
    Change vs previous 13F -24 shares

    0.3% of the 13F portfolio, value $988,338.

    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 1,429 shares
    Change vs previous 13F -70 shares

    0.32% of the 13F portfolio, value $881,112.

    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 1,499 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $904,351.

    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 1,497 shares
    Change vs previous 13F -85 shares

    0.32% of the 13F portfolio, value $892,358.

    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 1,582 shares
    Change vs previous 13F -296 shares

    0.35% of the 13F portfolio, value $895,934.

    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 1,878 shares
    Change vs previous 13F -1 shares

    0.43% of the 13F portfolio, value $1,002,009.

    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 1,879 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,070,091.

    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).