ELEVATION POINT WEALTH PARTNERS, LLC

Position in NTRA — Natera, Inc.

CIK 1744349 DENVER, CO

Position in NTRA

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

Position Value

$1,719,364

+$413,630 QoQ

Shares Held

6,334

-3.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#383

of 844 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $17,208,017 across 13 Diagnostics & Research names. NTRA ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	12,323	$6,178,259
2	DHR	Danaher Corp /De/	11,146	$2,123,090
3	NTRA	Natera, Inc. This page	6,334	$1,719,364
4	DGX	Quest Diagnostics Inc	6,487	$1,374,919
5	IQV	Iqvia Holdings Inc.	5,986	$1,156,614
6	IDXX	Idexx Laboratories Inc /De	1,758	$925,481
7	LH	Labcorp Holdings Inc.	2,665	$746,200
8	ILMN	Illumina, Inc.	3,638	$639,669

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,719,364	6,334	-3.0%	Shares	Sole	2026-08-12
2026-03-31	$1,305,734	6,529	+32.5%	Shares	Sole	2026-04-27
2025-06-30	$832,705	4,929	-1.8%	Shares	Sole	2026-02-03
2025-03-31	$709,878	5,020	-24.4%	Shares	Sole	2026-02-03
2024-12-31	$1,050,478	6,636	-11.9%	Shares	Sole	2026-02-03
2024-09-30	$955,806	7,529	-39.6%	Shares	Sole	2026-02-03
2024-06-30	$1,350,701	12,473	-27.6%	Shares	Sole	2026-02-03
2024-03-31	$1,575,307	17,224	-18.7%	Shares	Sole	2026-02-03
2023-12-31	$1,327,592	21,194	+26.2%	Shares	Sole	2024-02-13
2023-09-30	$743,046	16,792	+11.8%	Shares	Sole	2023-10-11
2023-06-30	$730,678	15,016	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$832,633	14,997	+49.3%	Shares	Sole	2023-05-11
2022-12-31	$403,387	10,042	-11.2%	Shares	Sole	2023-02-14
2022-09-30	$495,516	11,308	+482.3%	Shares	Sole	2022-11-07
2021-06-30	$220,475	1,942	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.