ELEVATION WEALTH PARTNERS, LLC
Position in SLF — Sun Life Financial Inc
CIK 1976256
WALNUT CREEK, CA
Position in SLF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$9,488
New position
Shares Held
121
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#458
of 492 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $2,313,081 across 6 Insurance - Diversified names. SLF ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,499 | $2,251,254 | |
| 2 | AIG |
American International Group, Inc.
|
324 | $24,147 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
94 | $12,456 | |
| 4 | SLF |
Sun Life Financial Inc
This page
|
121 | $9,488 | |
| 5 | AEG |
Aegon Ltd.
|
1,025 | $8,651 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
73 | $7,085 |
All Filings in SLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,488 | 121 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||