Position in ZD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$319,928
+$22,684 QoQ
Shares Held
6,109
-13.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#153
of 264 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $7,120,242 across 3 Advertising Agencies names. ZD ranks #3 (4.5% of the industry book) .
All Filings in ZD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,928 | 6,109 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $297,244 | 7,084 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $181,135 | 5,984 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $220,707 | 5,873 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $318,323 | 5,858 | Shares | Sole | 2026-02-03 | |
| 2023-03-31 | $205,505 | 2,633 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $213,332 | 2,697 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $207,109 | 2,140 | Shares | Sole | 2022-05-03 | |
| 2021-09-30 | $255,342 | 1,869 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $299,171 | 2,175 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $264,291 | 2,205 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $270,503 | 2,769 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $215,689 | 3,116 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||