Position in APP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,341,966
+$2,067,446 QoQ
Shares Held
12,309
+14.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#440
of 1,446 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $7,120,242 across 3 Advertising Agencies names. APP ranks #1 (89.1% of the industry book) .
All Filings in APP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,341,966 | 12,309 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,274,520 | 10,740 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,687,919 | 2,505 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $967,154 | 1,346 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,029,070 | 11,509 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $3,378,367 | 12,750 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $3,783,953 | 11,685 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,520,920 | 19,310 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,739,381 | 20,901 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $220,050 | 3,179 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||