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ELEVATION WEALTH PARTNERS, LLC → TFSL

ELEVATION WEALTH PARTNERS, LLC TFSL Position History

TFS Financial Corporation

Quarters held
3
Latest value
$8K
Q3 2026
Peak value
$49K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$49K
Q2 2026$8K
Q3 2026$8K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8K468——
Q2 2026$8K468——
Q4 2025$49K3.6K——

Other funds holding TFSL

Other ELEVATION WEALTH PARTNERS, LLC positions

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ETHA

ISHARES TR

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ETHA

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SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
ISMCF

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$23M