Back to MORN
ELEVATION WEALTH PARTNERS, LLC → MORN
ELEVATION WEALTH PARTNERS, LLC MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
5
Latest value
$21K
Q3 2026
Peak value
$26K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $465 |
| Q4 2025 | $14K |
| Q1 2026 | $26K |
| Q2 2026 | $20K |
| Q3 2026 | $21K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21K | 109 | — | — |
| Q2 2026 | $20K | 128 | — | — |
| Q1 2026 | $26K | 151 | — | — |
| Q4 2025 | $14K | 63 | — | — |
| Q3 2025 | $465 | 2 | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M