ELEVATION WEALTH PARTNERS, LLC quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ELEVATION WEALTH PARTNERS, LLC opened 0 positions, added to 1, reduced 1, sold out of 0 and left 2 unchanged. The largest increase in value was FPE (+$1,832); the largest decrease was FPEI (-$26,902).
Two Form 13F-HR filings compared (SEC CIK 1976256): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-08). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Colonial River Investments, LLC | United States | $0.279B | 229 |
| COMPASS CAPITAL CORP /MA/ /ADV | United States | $0.279B | 202 |
| NCM Capital Management, LLC | United States | $0.279B | 185 |
| Murphy Pohlad Asset Management LLC | United States | $0.279B | 134 |
| Clarus Group, Inc. | United States | $0.279B | 113 |
| Ketron Financial | United States | $0.279B | 55 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | United States | $0.279B | 80 |
| New Insight Wealth Advisors | United States | $0.279B | 107 |
| David Kennon Inc | United States | $0.279B | 41 |
| SOF Ltd | Cayman Islands | $0.279B | 1 |