ELEVATION WEALTH PARTNERS, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1976256
WALNUT CREEK, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,113
+$89 QoQ
Shares Held
96
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,113 | 96 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,024 | 96 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,960 | 95 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,721 | 95 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,602 | 95 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,821 | 95 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,799 | 47 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,581 | 47 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,680 | 47 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,601 | 47 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,279 | 47 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,279 | 65 | Shares | Sole | 2023-07-06 | |
| No filing history on record for this holder in this stock. | ||||||