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Elevation Series Trust shares owned by ValMark Advisers

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Elevation Series Trust

May 2024Jul 2024Sep 2024Nov 2024Jan 20250.5M1M1.5M20k30k40k50k
Value ($)Share countHistorical SOVF position of ValMark Advisers Source: stockzoa.comValue ($)Share count

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All positions including Elevation Series Trust held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $446k 15k 30.75
2024-06-30 $456k 16k 28.64
2024-03-31 $1.6M 55k 29.75