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ELEVATION WEALTH PARTNERS, LLC: U position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 2,628 U 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 2,628 shares
    Change vs previous 13F +342 shares

    0.03% of the 13F portfolio, value $107,565.

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

  2. period ended2026-06-30
    13F 2,286 shares
    Change vs previous 13F +1,172 shares

    0.02% of the 13F portfolio, value $65,334.

    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 1,114 shares
    Change vs previous 13F +967 shares

    0.01% of the 13F portfolio, value $24,442.

    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 147 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,493.

    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).