Elevation Wealth Management LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Elevation Wealth Management LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2093518), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Torrey-Payne Wealth Management, LLC | United States | $0.109B | 40 |
| Cornerstone Financial Management LLC | United States | $0.109B | 1,311 |
| Miller Global Investments, LLC | United States | $0.109B | 279 |
| Simcoe Capital LLC | United States | $0.109B | 31 |
| JS Capital Management LLC | United States | $0.109B | 1 |
| WealthSpring Partners, LLC | United States | $0.109B | 72 |
| PeakShares LLC | United States | $0.109B | 116 |
| Value Investment Professionals, LLC | United States | $0.109B | 61 |
| Payne Capital LLC | United States | $0.109B | 55 |
| Drum Hill Capital, LLC | United States | $0.109B | 46 |