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ELEVATION WEALTH PARTNERS, LLC: OTIS position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 686 OTIS 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 686 shares
    Change vs previous 13F +284 shares

    0.01% of the 13F portfolio, value $44,124.

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

  2. period ended2026-06-30
    13F 402 shares
    Change vs previous 13F +382 shares

    0.01% of the 13F portfolio, value $28,784.

    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 20 shares
    Change vs previous 13F -351 shares

    <0.01% of the 13F portfolio, value $1,542.

    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 371 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,407.

    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).