ELEVATION WEALTH PARTNERS, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1976256
WALNUT CREEK, CA
Position in JEF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$9,396
New position
Shares Held
188
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#506
of 581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $700,729 across 12 Capital Markets names. JEF ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
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 |
All Filings in JEF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,396 | 188 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||