ELEVATION POINT WEALTH PARTNERS, LLC
Position in FORTY — Formula Systems (1985) Ltd
CIK 1744349
DENVER, CO
Position in FORTY
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$205,672
-$16,613 QoQ
Shares Held
1,865
+7.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FORTY Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,178,462 across 6 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
45,648 | $12,836,674 | |
| 2 | ACN |
Accenture plc
|
33,260 | $4,138,874 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
2,900 | $399,446 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
3,430 | $353,187 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,150 | $294,442 | |
| 6 | INFY |
Infosys Ltd
|
14,856 | $155,839 |
All Filings in FORTY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,672 | 1,865 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $222,285 | 1,740 | Shares | Sole | 2026-02-03 | |
| 2021-12-31 | $256,989 | 2,073 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $201,739 | 2,055 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $359,730 | 3,997 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $387,789 | 4,367 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $387,229 | 4,529 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $354,999 | 4,583 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $366,457 | 4,723 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $292,752 | 5,472 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||