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ELEVATION WEALTH PARTNERS, LLC: SCHH position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 234,674 SCHH 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 234,674 shares
    Change vs previous 13F -626 shares

    1.45% of the 13F portfolio, value $5,172,225.

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

  2. period ended2026-06-30
    13F 235,300 shares
    Change vs previous 13F +4,193 shares

    1.67% of the 13F portfolio, value $5,571,895.

    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 231,107 shares
    Change vs previous 13F +8,470 shares

    1.78% of the 13F portfolio, value $4,966,497.

    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 222,637 shares
    Change vs previous 13F +17,190 shares

    1.65% of the 13F portfolio, value $4,650,879.

    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 205,447 shares
    Change vs previous 13F +12,507 shares

    1.6% of the 13F portfolio, value $4,431,485.

    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 192,940 shares
    Change vs previous 13F +5,363 shares

    1.61% of the 13F portfolio, value $4,082,602.

    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 187,577 shares
    Change vs previous 13F +8,211 shares

    1.74% of the 13F portfolio, value $4,034,788.

    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 179,366 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,777,464.

    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).