ELEVATION POINT WEALTH PARTNERS, LLC

Position in MMM — 3M Co

CIK 1744349 DENVER, CO

Position in MMM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,693,285

+$233,998 QoQ

Shares Held

28,987

-5.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#428

of 2,198 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $7,932,371 across 3 Conglomerates names. MMM ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co This page	28,987	$4,693,285
2	HON	Honeywell International Inc	13,182	$2,951,449
3	GHC	Graham Holdings Co	252	$287,637

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,693,285	28,987	-5.6%	Shares	Sole	2026-08-12
2026-03-31	$4,459,287	30,705	+169.3%	Shares	Sole	2026-04-27
2025-12-31	$1,825,300	11,401	-12.1%	Shares	Sole	2026-02-12
2025-09-30	$2,013,615	12,976	+53.1%	Shares	Sole	2025-11-14
2025-06-30	$1,289,929	8,473	-6.1%	Shares	Sole	2026-02-03
2025-03-31	$1,325,264	9,024	-0.1%	Shares	Sole	2026-02-03
2024-12-31	$1,165,811	9,031	+6.7%	Shares	Sole	2026-02-03
2024-09-30	$1,156,755	8,462	+1.1%	Shares	Sole	2026-02-03
2024-06-30	$855,023	8,367	-1.0%	Shares	Sole	2026-02-03
2024-03-31	$896,079	8,448	+9.0%	Shares	Sole	2026-02-03
2023-12-31	$847,011	7,748	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$723,214	7,725	-3.4%	Shares	Sole	2023-10-11
2023-06-30	$800,519	7,998	-8.1%	Shares	Sole	2023-08-14
2023-03-31	$915,192	8,707	-4.9%	Shares	Sole	2023-05-11
2022-12-31	$1,098,107	9,157	-0.5%	Shares	Sole	2023-02-14
2022-09-30	$1,017,373	9,207	-0.4%	Shares	Sole	2022-11-07
2022-06-30	$1,196,265	9,244	+4.5%	Shares	Sole	2022-08-02
2022-03-31	$1,316,843	8,845	-0.1%	Shares	Sole	2022-05-03
2021-12-31	$1,572,914	8,855	+36.3%	Shares	Sole	2022-02-02
2021-09-30	$1,139,528	6,496	+129.9%	Shares	Sole	2021-11-02
2021-06-30	$561,129	2,825	-4.3%	Shares	Sole	2021-08-04
2021-03-31	$568,984	2,953	-4.4%	Shares	Sole	2021-05-04
2020-12-31	$539,751	3,088	+4.7%	Shares	Sole	2021-02-12
2020-09-30	$472,531	2,950	+8.8%	Shares	Sole	2020-11-16
2020-06-30	$422,888	2,711	+1.1%	Shares	Sole	2020-07-09
2020-03-31	$366,119	2,682	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.