ELEVATION POINT WEALTH PARTNERS, LLC

Position in NTAP — NetApp, Inc.

CIK 1744349 DENVER, CO

Position in NTAP

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

Position Value

$3,893,142

+$662,533 QoQ

Shares Held

25,156

-20.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#304

of 950 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $149,222,356 across 23 Software - Infrastructure names. NTAP ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	233,876	$87,240,425
2	PANW	Palo Alto Networks Inc	60,596	$20,664,447
3	NET	Cloudflare, Inc.	27,423	$6,726,313
4	ORCL	Oracle Corp	45,728	$6,701,438
5	CRWD	CrowdStrike Holdings, Inc.	34,948	$6,667,554
6	GEN	Gen Digital Inc.	168,053	$4,182,839
7	PLTR	Palantir Technologies Inc.	34,826	$4,063,149
8	NTAP	NetApp, Inc. This page	25,156	$3,893,142

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,893,142	25,156	-20.3%	Shares	Sole	2026-08-12
2026-03-31	$3,230,609	31,552	+3465.2%	Shares	Sole	2026-04-27
2025-06-30	$94,296	885	-99.2%	Shares	Sole	2026-02-03
2023-03-31	$6,890,308	107,914	+1.9%	Shares	Sole	2023-05-11
2022-12-31	$6,360,834	105,908	+3650.3%	Shares	Sole	2023-02-14
2022-03-31	$234,392	2,824	-2.9%	Shares	Sole	2022-05-03
2021-12-31	$267,506	2,908	-0.4%	Shares	Sole	2022-02-02
2021-09-30	$262,099	2,920	-9.6%	Shares	Sole	2021-11-02
2021-06-30	$264,360	3,231	+0.7%	Shares	Sole	2021-08-04
2021-03-31	$233,270	3,210	-97.3%	Shares	Sole	2021-05-04
2020-09-30	$5,194,426	118,486	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.