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ELEVATION WEALTH PARTNERS, LLC: SCHB position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 118,619 SCHB 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 118,619 shares
    Change vs previous 13F +2,879 shares

    0.98% of the 13F portfolio, value $3,476,710.

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

  2. period ended2026-06-30
    13F 115,740 shares
    Change vs previous 13F -2,085 shares

    1% of the 13F portfolio, value $3,351,836.

    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 117,825 shares
    Change vs previous 13F +6 shares

    1.06% of the 13F portfolio, value $2,957,415.

    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 117,819 shares
    Change vs previous 13F +7 shares

    1.09% of the 13F portfolio, value $3,090,391.

    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 117,812 shares
    Change vs previous 13F +7 shares

    1.09% of the 13F portfolio, value $3,028,945.

    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 117,805 shares
    Change vs previous 13F -175 shares

    1.11% of the 13F portfolio, value $2,807,304.

    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 117,980 shares
    Change vs previous 13F -3,725 shares

    1.1% of the 13F portfolio, value $2,540,115.

    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 121,705 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,762,704.

    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).