Elevation Wealth Partners
IBKR icon

Elevation Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Elevation Wealth Partners’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.5K Hold
181
– – ﹤0.01% 751
2026
Q2 		$15.8K Buy
181
+66
+57% +$5.49K ﹤0.01% 662
2026
Q1 		$7.71K Hold
115
– – ﹤0.01% 584
2025
Q4 		$7.4K Buy
115
+66
+135% +$4.42K ﹤0.01% 542
2025
Q3 		$3.37K Buy
+49
New +$3.08K ﹤0.01% 545

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Sumitomo Mitsui Trust Group
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TD Waterhouse Canada
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Elevation Wealth Partners's IBKR Position: Q3 2026 in Review

Elevation Wealth Partners held its Interactive Brokers (IBKR) position steady in Q3 2026 at 181 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Elevation Wealth Partners first reported a position in IBKR in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.8K in Q2 2026. 426 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Elevation Wealth Partners held 181 shares of Interactive Brokers worth $15.5K as of Q3 2026.
  • Elevation Wealth Partners left its Interactive Brokers share count unchanged in Q3 2026.
  • Interactive Brokers made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #751 holding.
  • Elevation Wealth Partners first reported a position in Interactive Brokers in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Interactive Brokers position peaked at $15.8K in Q2 2026.
  • 426 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

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