Skip to content
Disclosery

ELEVATION WEALTH PARTNERS, LLC: VNQI position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 8,232 VNQI 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 8,232 shares
    Change vs previous 13F +328 shares

    0.1% of the 13F portfolio, value $350,016.

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

  2. period ended2026-06-30
    13F 7,904 shares
    Change vs previous 13F +458 shares

    0.11% of the 13F portfolio, value $354,485.

    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 7,446 shares
    Change vs previous 13F -55 shares

    0.12% of the 13F portfolio, value $330,965.

    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 7,501 shares
    Change vs previous 13F +494 shares

    0.12% of the 13F portfolio, value $343,846.

    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 7,007 shares
    Change vs previous 13F +109 shares

    0.12% of the 13F portfolio, value $334,535.

    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 6,898 shares
    Change vs previous 13F +478 shares

    0.13% of the 13F portfolio, value $318,363.

    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 6,420 shares
    Change vs previous 13F +136 shares

    0.11% of the 13F portfolio, value $259,771.

    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 6,284 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $248,612.

    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).