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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

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All positions including Elevation Series Trust held by Family Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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