ELEVATION WEALTH PARTNERS, LLC

Position in CMG — Chipotle Mexican Grill Inc

CIK 1976256 WALNUT CREEK, CA

Position in CMG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,080

+$1,296 QoQ

Shares Held

120

+37.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,101

of 1,187 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $767,100 across 10 Restaurants names. CMG ranks #8 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	1,936	$523,320
2	SBUX	Starbucks Corp	890	$90,949
3	DRI	Darden Restaurants Inc	382	$78,695
4	YUM	Yum Brands Inc	227	$36,288
5	WEN	Wendy's Co	1,794	$14,872
6	WING	Wingstop Inc.	55	$9,537
7	TXRH	Texas Roadhouse, Inc.	24	$4,637
8	CMG	Chipotle Mexican Grill Inc This page	120	$4,080

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,080	120	+37.9%	Shares	Sole	2026-07-08
2026-03-31	$2,784	87	-66.4%	Shares	Sole	2026-04-14
2025-12-31	$9,583	259	-49.9%	Shares	Sole	2026-01-09
2025-09-30	$20,261	517	+6.8%	Shares	Sole	2025-10-14
2025-06-30	$27,176	484	0.0%	Shares	Sole	2025-07-08
2025-03-31	$24,301	484	0.0%	Shares	Sole	2025-04-09
2024-12-31	$29,185	484	0.0%	Shares	Sole	2025-01-29
2024-09-30	$27,888	484	+384.0%	Shares	Sole	2024-10-04
2024-06-30	$6,265	100	—	Shares	Sole	2024-07-09
2024-03-31	$60	0	—	Shares	Sole	2024-04-19
2023-12-31	$38	0	—	Shares	Sole	2024-01-17
2023-09-30	$38	0	—	Shares	Sole	2023-10-10
2023-06-30	$44	0	—	Shares	Sole	2023-07-06
2023-03-31	$35	0	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.