ELEVATION POINT WEALTH PARTNERS, LLC

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 1744349 DENVER, CO

Position in BJ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$978,433

-$11,967 QoQ

Shares Held

11,218

+11.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#275

of 632 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $45,612,227 across 9 Discount Stores names. BJ ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	181,556	$20,563,032
2	COST	Costco Wholesale Corp /New	17,998	$16,836,589
3	TGT	Target Corp	35,449	$4,629,993
4	BJ	BJ's Wholesale Club Holdings, Inc. This page	11,218	$978,433
5	DG	Dollar General Corp	8,345	$960,592
6	DLTR	Dollar Tree, Inc.	5,053	$611,160
7	OLLI	Ollie's Bargain Outlet Holdings, Inc.	5,970	$458,973
8	PSMT	Pricesmart Inc	1,855	$362,355

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$978,433	11,218	+11.5%	Shares	Sole	2026-08-12
2026-03-31	$990,400	10,063	+41.7%	Shares	Sole	2026-04-27
2025-12-31	$639,213	7,100	+2.1%	Shares	Sole	2026-02-12
2025-09-30	$648,647	6,956	+11689.8%	Shares	Sole	2025-11-14
2025-06-30	$6,361	59	-99.3%	Shares	Sole	2026-02-03
2024-03-31	$602,174	7,960	+95.2%	Shares	Sole	2026-02-03
2023-12-31	$271,772	4,077	-56.5%	Shares	Sole	2024-02-13
2023-09-30	$668,879	9,372	+0.9%	Shares	Sole	2023-10-11
2023-06-30	$585,047	9,285	-2.6%	Shares	Sole	2023-08-14
2023-03-31	$725,479	9,537	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.