Position in EG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,573
+$7,593 QoQ
Shares Held
24
+700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#609
of 683 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $173,698 across 3 Insurance - Reinsurance names. EG ranks #3 (4.9% of the industry book) .
All Filings in EG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,573 | 24 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $980 | 3 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $1,050 | 3 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||