ELEVATION WEALTH PARTNERS, LLC: SCHX position timeline

ELEVATION WEALTH PARTNERS, LLC held 388,172 SCHX 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 388,172 shares

   Change vs previous 13F -4,793 shares

   3.27% of the 13F portfolio, value $11,645,164.

   13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
   Accepted 2026-10-07 17:08:14 UTC, ingested 2026-10-07 17:09:30 UTC

2. period ended2026-06-30

   13F 392,965 shares

   Change vs previous 13F -11,143 shares

   3.46% of the 13F portfolio, value $11,564,951.

   13F-HR 0001976256-26-000003 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 404,108 shares

   Change vs previous 13F -16,480 shares

   3.71% of the 13F portfolio, value $10,361,335.

   13F-HR 0001976256-26-000002 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 420,588 shares

   Change vs previous 13F -16,919 shares

   4.01% of the 13F portfolio, value $11,318,025.

   13F-HR 0001976256-26-000001 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F/A 437,507 shares

   Change vs previous 13F +6,518 shares

   4.15% of the 13F portfolio, value $11,523,928.

   13F-HR/A 0001976256-25-000008 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 430,989 shares

   Change vs previous 13F +833 shares

   4.16% of the 13F portfolio, value $10,533,372.

   13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 430,156 shares

   Change vs previous 13F +68,930 shares

   4.11% of the 13F portfolio, value $9,497,848.

   13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 361,226 shares

   Change vs previous 13F not available

   3.54% of the 13F portfolio, value $8,373,221.

   13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).