13F

Stock

Orange

Ticker not mapped · held by 2 managers

Reported value

$702.8K

Holders

2

+0 new · −0 exited

Holders’ est. mark

−$89.3K

Price effect on 2 books still in the name

Largest holder

$366.4K

ELEVATION POINT WEALTH PARTNERS, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
ELEVATION POINT WEALTH PARTNERS, LLC36.7K$366.4K−$65.3KCut−$66.4K
BARCLAYS PLC33.7K$336.3K−$24KAdded$177.9K

Positions as of Q2 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.