ELEVATION WEALTH PARTNERS, LLC FGDL — FRANKLIN TEMPLETON HOLDINGS

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  7 quarters on record

AI Ownership Summary

ELEVATION WEALTH PARTNERS, LLC reported FRANKLIN TEMPLETON HOLDINGS (FGDL) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. The latest visible filing shows FGDL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FGDL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATION WEALTH PARTNERS, LLC's position in FRANKLIN TEMPLETON HOLDINGS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FGDL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FGDL stock page ELEVATION WEALTH PARTNERS, LLC fund profile ELEVATION WEALTH PARTNERS, LLC full holdings
How ELEVATION WEALTH PARTNERS, LLC held FGDL — position size vs. price
% of Fund (quarterly)    FGDL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 76 — 0% 0.00% $4K 2026-10-07 $54.51
2026 Q2 ADDED — — — 76 +1 +1.3% 0.00% $4K 2026-07-08 $54.30
2026 Q1 UNCHANGED — — — 75 — 0% 0.00% $5K 2026-04-14 $64.44
2025 Q4 ADDED — — — 75 +2 +2.7% 0.00% $4K 2026-01-09 $60.01
2025 Q3 UNCHANGED — — — 73 — 0% 0.00% $3K 2025-10-06 $52.98
2025 Q2 UNCHANGED — — — 73 — 0% 0.00% $3K 2025-07-08 $44.11
2025 Q1 INITIATED — — — 73 — — 0.00% $3K 2025-04-09 $41.42

🏢 Other funds also holding FGDL

As of 2026 Q3 — sorted by position size

EASTERN BANK 3Y 7Y 0.1% MRA Advisory Group 3Y 0.09% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About ELEVATION WEALTH PARTNERS, LLC and FGDL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELEVATION WEALTH PARTNERS, LLC reported owning FGDL?

ELEVATION WEALTH PARTNERS, LLC reported FGDL across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported FGDL position in ELEVATION WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for FGDL was 0.00% in 2026 Q1.

What is the latest reported FGDL position on this page?

The most recent filing on this page is 2026 Q3, when ELEVATION WEALTH PARTNERS, LLC reported 76 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this FGDL ownership page compare?

The chart compares ELEVATION WEALTH PARTNERS, LLC's quarterly FGDL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ELEVATION WEALTH PARTNERS, LLC time their FGDL position?

Based on 13F filing dates vs. subsequent FGDL price moves, ELEVATION WEALTH PARTNERS, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on FGDL relative to SPY over the holding period was -5.9%.

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