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ELEVATION WEALTH PARTNERS, LLC: MSFT position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 6,505 MSFT 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 6,505 shares
    Change vs previous 13F -138 shares

    0.94% of the 13F portfolio, value $3,336,271.

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

  2. period ended2026-06-30
    13F 6,643 shares
    Change vs previous 13F +275 shares

    0.74% of the 13F portfolio, value $2,477,855.

    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 6,368 shares
    Change vs previous 13F +87 shares

    0.84% of the 13F portfolio, value $2,357,388.

    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 6,281 shares
    Change vs previous 13F -253 shares

    1.08% of the 13F portfolio, value $3,037,639.

    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 6,534 shares
    Change vs previous 13F +540 shares

    1.22% of the 13F portfolio, value $3,384,291.

    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 5,994 shares
    Change vs previous 13F -109 shares

    1.18% of the 13F portfolio, value $2,981,621.

    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 6,103 shares
    Change vs previous 13F -294 shares

    0.99% of the 13F portfolio, value $2,290,873.

    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 6,397 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,696,207.

    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).