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Elevation Series Trust shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Elevation Series Trust (DIVZ) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 7.1k 36.39
2025-06-30 $212k 6.1k 35.02

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View all positions for Joel Isaacson & Co

Top funds holding Elevation Series Trust

Weaver Consulting Group
Titleist Asset Management
Verity and Verity
Advisor Group Holdings
Thrivent Financial for Lutherans
M3 Advisory Group
Financial Gravity Companies
Financial Gravity Wealth
Wiley Bros.-aintree Capital
Insight 2811
Joel Isaacson & Co
Tower Research Capital
UBS Group
Harbour Investments
EverSource Wealth Advisors

View all funds holding Elevation Series Trust