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ELEVATION WEALTH PARTNERS, LLC: UST position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 3,517 UST 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 3,517 shares
    Change vs previous 13F +631 shares

    0.04% of the 13F portfolio, value $132,862.

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

  2. period ended2026-06-30
    13F 2,886 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $122,096.

    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 2,865 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $123,013.

    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 2,852 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $124,515.

    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 2,787 shares
    Change vs previous 13F +595 shares

    0.04% of the 13F portfolio, value $122,488.

    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 2,192 shares
    Change vs previous 13F +16 shares

    0.04% of the 13F portfolio, value $94,899.

    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 2,176 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $93,699.

    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).