ELEVATION WEALTH PARTNERS, LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1976256
WALNUT CREEK, CA
Position in FGDL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,056
-$606 QoQ
Shares Held
76
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 96 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FGDL Over Time
Shares Held
Position Value (USD)
All Filings in FGDL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,056 | 76 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,662 | 75 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,320 | 75 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,874 | 75 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,209 | 73 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,053 | 73 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||