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ELEVATION WEALTH PARTNERS, LLC → ELS

ELEVATION WEALTH PARTNERS, LLC ELS Position History

Equity LifeStyle Properties, Inc. • Real Estate

Quarters held
5
Latest value
$873K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.1M
Q4 2025$939K
Q1 2026$931K
Q2 2026$989K
Q3 2026$873K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$873K15.0K——
Q2 2026$989K15.3K——
Q1 2026$931K14.9K——
Q4 2025$939K15.5K——
Q3 2025$1.1M17.8K——

Other funds holding ELS

Other ELEVATION WEALTH PARTNERS, LLC positions

ETHA

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ETHA

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ETHA

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$31.9M
ETHA

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ETHA

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$28.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
ISMCF

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$23M