Position in KMX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$21,473
-$23,523 QoQ
Shares Held
406
-42.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#447
of 553 holders
Holding Since
Mar 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $46,928 across 6 Auto & Truck Dealerships names. KMX ranks #1 (45.8% of the industry book) .
All Filings in KMX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,473 | 406 | Shares | Sole | 2026-07-08 | |
| 2023-03-31 | $44,996 | 700 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||