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
Download as csvQuarterly 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 |
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