Elevation Series Trust shares owned by Family Wealth Group
Quarter-by-quarter ownership of Elevation Series Trust (QBER) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group investment in Elevation Series Trust
Tip: Access up to 7 years of quarterly data
All positions including Elevation Series Trust held by Family Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Elevation Series Trust by Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 91k | 24.64 |
| 2025-06-30 | $1.4M | 58k | 24.67 |
| 2025-03-31 | $864k | 35k | 24.79 |
| 2024-12-31 | $677k | 27k | 24.70 |
| 2024-09-30 | $466k | 19k | 25.01 |