ELEVATION WEALTH PARTNERS, LLC: SW position timeline

ELEVATION WEALTH PARTNERS, LLC held 74 SW 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 74 shares

   Change vs previous 13F -15 shares

   <0.01% of the 13F portfolio, value $3,264.

   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 89 shares

   Change vs previous 13F +45 shares

   <0.01% of the 13F portfolio, value $4,118.

   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 44 shares

   Change vs previous 13F +26 shares

   <0.01% of the 13F portfolio, value $1,754.

   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 18 shares

   Change vs previous 13F -3 shares

   <0.01% of the 13F portfolio, value $697.

   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 21 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $894.

   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).