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ELEVATION WEALTH PARTNERS, LLC

Position in ICLR — Icon PLC

CIK 1976256 WALNUT CREEK, CA

Position in ICLR

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$10,422
+$3,783 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#362
of 422 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ICLR Over Time

Shares Held

Position Value (USD)

Position in Diagnostics & Research

Healthcare · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,164,017 across 17 Diagnostics & Research names. ICLR ranks #11 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in ICLR

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,422 60
2026-03-31 $6,639 60
2025-12-31 $10,933 60
2025-09-30 $10,500 60
2025-06-30 $8,727 60
2025-03-31 $10,499 60
2024-12-31 $12,582 60
2024-09-30 $17,238 60
2024-06-30 $18,808 60
2024-03-31 $20,157 60