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Elevation Series Trust shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Elevation Series Trust (CBSE) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $361k 8.7k 41.29
2025-06-30 $334k 9.1k 36.70
2025-03-31 $248k 8.3k 29.88

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Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Commonwealth Equity Services

Top funds holding Elevation Series Trust

Jpmorgan Chase & Co
Warren Averett Asset Management
Commonwealth Equity Services
Mercer Global Advisors
Royal Bank of Canada
Advisor Group Holdings
Morgan Stanley

View all funds holding Elevation Series Trust