Elevation Series Trust shares owned by Keel Point
Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by Keel Point
from 13F filings
Historical chart of Keel Point investment in Elevation Series Trust
Tip: Access up to 7 years of quarterly data
All positions including Elevation Series Trust held by Keel Point consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Elevation Series Trust by Keel Point
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.9M | 62k | 30.16 |
| 2025-03-31 | $1.5M | 49k | 29.71 |
| 2024-12-31 | $2.4M | 78k | 30.75 |
| 2024-09-30 | $1.9M | 64k | 30.35 |
| 2024-06-30 | $1.7M | 59k | 29.55 |
| 2024-03-31 | $809k | 27k | 29.75 |
| 2023-12-31 | $346k | 12k | 28.38 |