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ELEVATION WEALTH PARTNERS, LLC

Position in AGNC — AGNC Investment Corp.

CIK 1976256 WALNUT CREEK, CA

Position in AGNC

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$9,243
New position
Shares Held
848
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#626
of 698 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $30,684 across 4 REIT - Mortgage names. AGNC ranks #1 (30.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AGNC
AGNC Investment Corp.
This page
848 $9,243

All Filings in AGNC

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $9,243 848