ELEVATION WEALTH PARTNERS, LLC: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION WEALTH PARTNERS, LLC on VEA, newest first. How the timeline and the estimate are built.
ELEVATION WEALTH PARTNERS, LLC held 54,717 VEA shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 54,717 sharesChange vs previous 13F +962 shares
1.09% of the 13F portfolio, value $3,863,589.
13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
Accepted , ingested - period ended2026-06-3013F 53,755 sharesChange vs previous 13F +248 shares
1.15% of the 13F portfolio, value $3,830,012.
13F-HR 0001976256-26-000003 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 53,507 sharesChange vs previous 13F +325 shares
1.23% of the 13F portfolio, value $3,428,745.
13F-HR 0001976256-26-000002 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 53,182 sharesChange vs previous 13F +719 shares
1.18% of the 13F portfolio, value $3,322,293.
13F-HR 0001976256-26-000001 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 52,463 sharesChange vs previous 13F -3,497 shares
1.13% of the 13F portfolio, value $3,143,560.
13F-HR/A 0001976256-25-000008 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,960 sharesChange vs previous 13F -362 shares
1.26% of the 13F portfolio, value $3,190,268.
13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 56,322 sharesChange vs previous 13F +206 shares
1.24% of the 13F portfolio, value $2,862,832.
13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 56,116 sharesChange vs previous 13F not available
1.13% of the 13F portfolio, value $2,683,450.
13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).