Ownership history in ELEVATION WEALTH PARTNERS, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which ELEVATION WEALTH PARTNERS, LLC reported a position in MICROSTRATEGY INC (MSTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 4 | — | 0% | 0.00% | $2K | $322.21 |
| 2025 Q2 | UNCHANGED | 4 | — | 0% | 0.00% | $2K | $404.23 |
| 2025 Q1 | UNCHANGED | 4 | — | 0% | 0.00% | $1K | $288.27 |
| 2024 Q4 | INITIATED | 4 | — | — | 0.00% | $1K | $289.62 |
As of 2025 Q4 — sorted by position size