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Elevation Wealth Partners’s BILL Holdings BILL Stock Holding History

Elevation Wealth Partners’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.2K Buy
546
+455
+500% +$21K 0.01% 633
2026
Q2 		$3.29K Sell
91
-54
-37% -$1.99K ﹤0.01% 1108
2026
Q1 		$5.55K Buy
145
+106
+272% +$4.74K ﹤0.01% 677
2025
Q4 		$2.13K Buy
+39
New +$2K ﹤0.01% 783

Other funds holding BILL

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Elevation Wealth Partners's BILL Position: Q3 2026 in Review

Elevation Wealth Partners increased its BILL Holdings (BILL) stake by 500% in Q3 2026, buying an estimated $21K and bringing the position to 546 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #633.

Elevation Wealth Partners first reported a position in BILL in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • Elevation Wealth Partners held 546 shares of BILL Holdings worth $23.2K as of Q3 2026.
  • Elevation Wealth Partners bought 455 BILL Holdings shares in Q3 2026, an estimated $21K.
  • BILL Holdings made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #633 holding.
  • Elevation Wealth Partners first reported a position in BILL Holdings in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.