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ELEVATION WEALTH PARTNERS, LLC: SCHC position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 11,946 SCHC 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 11,946 shares
    Change vs previous 13F -14,545 shares

    0.17% of the 13F portfolio, value $594,207.

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

  2. period ended2026-06-30
    13F 26,491 shares
    Change vs previous 13F -307 shares

    0.38% of the 13F portfolio, value $1,274,730.

    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 26,798 shares
    Change vs previous 13F -4,054 shares

    0.45% of the 13F portfolio, value $1,252,521.

    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 30,852 shares
    Change vs previous 13F -8,398 shares

    0.5% of the 13F portfolio, value $1,404,675.

    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 39,250 shares
    Change vs previous 13F -683 shares

    0.64% of the 13F portfolio, value $1,786,275.

    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 39,933 shares
    Change vs previous 13F -3,367 shares

    0.67% of the 13F portfolio, value $1,700,742.

    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 43,300 shares
    Change vs previous 13F +837 shares

    0.67% of the 13F portfolio, value $1,553,621.

    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 42,463 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,457,761.

    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).