Skip to content
Disclosery

ELEVATION WEALTH PARTNERS, LLC: WT position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 3,635 WT 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 3,635 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $88,284.

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

  2. period ended2026-06-30
    13F 3,630 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $61,495.

    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 3,624 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $52,772.

    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).