Skip to content

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

  1. period ended2026-09-30
    13F 133,794 shares
    Change 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

  2. period ended2026-06-30
    13F 129,724 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 32,242 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 32,446 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F/A 34,633 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 34,527 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 35,365 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 34,570 shares
    Change 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), ingested

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