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Disclosery

ELEVATION WEALTH PARTNERS, LLC: VTEC position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 0 VTEC shares at 2025-06-30 per its 13F-HR filed 2025-07-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,360 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 4,360 shares
    Change vs previous 13F +24 shares

    0.19% of the 13F portfolio, value $428,990.

    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).

  3. period ended2024-12-31
    13F 4,336 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $431,606.

    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).