ELEVATION WEALTH PARTNERS, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1976256 WALNUT CREEK, CA

Position in GS

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

Position Value

$303,411

+$70,764 QoQ

Shares Held

300

+9.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#2,557

of 3,125 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $700,729 across 12 Capital Markets names. GS ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	300	$303,411
2	SCHW	Schwab Charles Corp	2,531	$233,535
3	MS	Morgan Stanley	288	$60,203
4	EVR	Evercore Inc.	50	$17,072
5	SF	Stifel Financial Corp	237	$16,535
6	IBKR	Interactive Brokers Group, Inc.	181	$15,754
7	NMR	Nomura Holdings Inc	1,739	$15,268
8	VIRT	Virtu Financial, Inc.	233	$13,879

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,411	300	+9.1%	Shares	Sole	2026-07-08
2026-03-31	$232,647	275	+0.7%	Shares	Sole	2026-04-14
2025-12-31	$239,967	273	+582.5%	Shares	Sole	2026-01-09
2025-09-30	$31,854	40	+100.0%	Shares	Sole	2025-10-14
2025-06-30	$14,155	20	0.0%	Shares	Sole	2025-07-08
2025-03-31	$10,925	20	0.0%	Shares	Sole	2025-04-09
2024-12-31	$11,452	20	0.0%	Shares	Sole	2025-01-29
2024-09-30	$9,902	20	0.0%	Shares	Sole	2024-10-04
2024-06-30	$9,046	20	0.0%	Shares	Sole	2024-07-09
2024-03-31	$8,353	20	-94.6%	Shares	Sole	2024-04-19
2023-12-31	$142,349	369	+985.3%	Shares	Sole	2024-01-17
2023-09-30	$11,001	34	0.0%	Shares	Sole	2023-10-10
2023-06-30	$10,966	34	0.0%	Shares	Sole	2023-07-06
2023-03-31	$11,121	34	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.