ELEVATION WEALTH PARTNERS, LLC: VNQ position timeline

ELEVATION WEALTH PARTNERS, LLC held 7,295 VNQ 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 7,295 shares

   Change vs previous 13F +298 shares

   0.18% of the 13F portfolio, value $653,837.

   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 6,997 shares

   Change vs previous 13F +288 shares

   0.2% of the 13F portfolio, value $674,675.

   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 6,709 shares

   Change vs previous 13F +34 shares

   0.21% of the 13F portfolio, value $595,122.

   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 6,675 shares

   Change vs previous 13F +254 shares

   0.21% of the 13F portfolio, value $590,639.

   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 6,421 shares

   Change vs previous 13F +210 shares

   0.21% of the 13F portfolio, value $587,010.

   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).

6. period ended2025-06-30

   13F 6,211 shares

   Change vs previous 13F +561 shares

   0.22% of the 13F portfolio, value $553,158.

   13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 5,650 shares

   Change vs previous 13F +91 shares

   0.22% of the 13F portfolio, value $511,159.

   13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 5,559 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $495,211.

   13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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