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ELEVATION WEALTH PARTNERS, LLC → NEU

ELEVATION WEALTH PARTNERS, LLC NEU Position History

NewMarket Corporation • Basic Materials

Quarters held
4
Latest value
$898
Q3 2026
Peak value
$898
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$688
Q1 2026$641
Q2 2026$792
Q3 2026$898

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8981——
Q2 2026$7921——
Q1 2026$6411——
Q4 2025$6881——

Other funds holding NEU

Other ELEVATION WEALTH PARTNERS, LLC positions

ETHA

ISHARES TR

$36.2M
ETHA

ISHARES TR

$35.9M
ETHA

ISHARES TR

$31.9M
ETHA

ISHARES TR

$31.2M
ETHA

ISHARES TR

$28.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
ISMCF

ISHARES TR

$23M