TIP — ISHARES TR

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 ISHARES TR (TIP). 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.

Peak position
0.01% (2024 Q1)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 224 — 0% 0.01% $25K $110.00
2025 Q2 UNCHANGED 224 — 0% 0.01% $25K $107.79
2025 Q1 UNCHANGED 224 — 0% 0.01% $25K $107.33
2024 Q4 UNCHANGED 224 — 0% 0.01% $24K $102.95
2024 Q3 UNCHANGED 224 — 0% 0.01% $25K $106.18
2024 Q2 UNCHANGED 224 — 0% 0.01% $24K $102.03
2024 Q1 INITIATED 224 — — 0.01% $24K —
% of Fund (quarterly)    TIP price (monthly, adj. close)

Other funds also holding TIP

As of 2025 Q4 — sorted by position size

Vinland Capital Management Gestora de Recursos LTDA. 27.68% Vinland Capital Management Gestora de Recursos LTDA. 20.48% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 19.84% MARTIN & CO INC /TN/ 3Y 7Y 11.97% DORVAL Corp 6.14% Wealth Forward, LLC 5.76% Cypress Capital, LLC 3Y 7Y 5.09% MUSTICO FINANCIAL GROUP, INC. 5.06% Arbor Investment Advisors, LLC 3Y 7Y 4.71% Ameraudi Asset Management, Inc. 3Y 4.7%
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