Ownership history in ELEVATION WEALTH PARTNERS, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which ELEVATION WEALTH PARTNERS, LLC reported a position in TERNS PHARMACEUTICALS INC (TERN). 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 | 281 | — | 0% | 0.00% | $1K | $7.51 |
| 2025 Q2 | UNCHANGED | 281 | — | 0% | 0.00% | $1K | $3.73 |
| 2025 Q1 | UNCHANGED | 281 | — | 0% | 0.00% | $776 | $2.76 |
| 2024 Q4 | UNCHANGED | 281 | — | 0% | 0.00% | $2K | $5.54 |
| 2024 Q3 | ADDED | 281 | +16 | +6.0% | 0.00% | $2K | $8.34 |
| 2024 Q2 | ADDED | 265 | +40 | +17.8% | 0.00% | $2K | $6.81 |
| 2024 Q1 | INITIATED | 225 | — | — | 0.00% | $1K | — |
As of 2025 Q4 — sorted by position size