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Elevation Series Trust shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0k 100 30.28
2025-06-30 $970k 32k 30.16
2025-03-31 $962k 32k 29.71
2024-12-31 $961k 31k 30.75
2024-09-30 $853k 28k 30.35
2024-06-30 $2.9k 100 28.64
2024-03-31 $3.0k 100 29.75
2023-12-31 $2.8k 100 28.38