ELEVATION WEALTH PARTNERS, LLC
Position in RKT — Rocket Companies, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in RKT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,756
New position
Shares Held
175
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#719
of 787 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $5,858 across 2 Mortgage Finance names. RKT ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
|
1,355 | $3,102 | |
| 2 | RKT |
Rocket Companies, Inc.
This page
|
175 | $2,756 |
All Filings in RKT
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,756 | 175 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||