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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

  1. period ended2026-09-30
    13F 54,717 shares
    Change 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

  2. period ended2026-06-30
    13F 53,755 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 53,507 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 53,182 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F/A 52,463 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 55,960 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 56,322 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 56,116 shares
    Change 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), ingested

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