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ELEVATION WEALTH PARTNERS, LLC: SCHA position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 39,160 SCHA 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 39,160 shares
    Change vs previous 13F +1,131 shares

    0.36% of the 13F portfolio, value $1,277,787.

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

  2. period ended2026-06-30
    13F 38,029 shares
    Change vs previous 13F +133 shares

    0.41% of the 13F portfolio, value $1,373,986.

    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 37,896 shares
    Change vs previous 13F +477 shares

    0.39% of the 13F portfolio, value $1,102,022.

    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 37,419 shares
    Change vs previous 13F -1,689 shares

    0.38% of the 13F portfolio, value $1,065,683.

    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 39,108 shares
    Change vs previous 13F +1,193 shares

    0.39% of the 13F portfolio, value $1,091,111.

    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 37,915 shares
    Change vs previous 13F +662 shares

    0.38% of the 13F portfolio, value $959,257.

    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 37,253 shares
    Change vs previous 13F -143 shares

    0.38% of the 13F portfolio, value $872,847.

    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 37,396 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $967,050.

    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).