ELEVATION WEALTH PARTNERS, LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION WEALTH PARTNERS, LLC on VO, newest first. How the timeline and the estimate are built.
ELEVATION WEALTH PARTNERS, LLC held 133,794 VO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 133,794 sharesChange vs previous 13F +4,070 shares
2.95% of the 13F portfolio, value $10,492,073.
13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
Accepted , ingested - period ended2026-06-3013F 129,724 sharesChange vs previous 13F +97,482 shares
3.13% of the 13F portfolio, value $10,451,875.
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 32,242 sharesChange vs previous 13F -204 shares
3.32% of the 13F portfolio, value $9,259,528.
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 32,446 sharesChange vs previous 13F -2,187 shares
3.33% of the 13F portfolio, value $9,416,586.
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 34,633 sharesChange vs previous 13F +106 shares
3.66% of the 13F portfolio, value $10,172,997.
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 34,527 sharesChange vs previous 13F -838 shares
3.82% of the 13F portfolio, value $9,661,634.
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 35,365 sharesChange vs previous 13F +795 shares
3.95% of the 13F portfolio, value $9,146,794.
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 34,570 sharesChange vs previous 13F not available
3.86% of the 13F portfolio, value $9,130,903.
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).