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ELEVATION WEALTH PARTNERS, LLC: SCHM position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 33,194 SCHM 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 33,194 shares
    Change vs previous 13F +288 shares

    0.32% of the 13F portfolio, value $1,129,269.

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

  2. period ended2026-06-30
    13F 32,906 shares
    Change vs previous 13F -724 shares

    0.36% of the 13F portfolio, value $1,213,256.

    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 33,630 shares
    Change vs previous 13F +18 shares

    0.37% of the 13F portfolio, value $1,041,171.

    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 33,612 shares
    Change vs previous 13F -2,469 shares

    0.36% of the 13F portfolio, value $1,010,708.

    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 36,081 shares
    Change vs previous 13F +30 shares

    0.39% of the 13F portfolio, value $1,069,439.

    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 36,051 shares
    Change vs previous 13F +13 shares

    0.4% of the 13F portfolio, value $1,011,232.

    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 36,038 shares
    Change vs previous 13F -5,897 shares

    0.41% of the 13F portfolio, value $944,188.

    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 41,935 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,162,023.

    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).