Stock ownership · SEC 13F · Q4 2024

ELEVATION SERIES TRUST

Institutional ownership of ELEVATION SERIES TRUST (CUSIP 210322400) - who holds it, how concentrated it is, and what moved last quarter.

$335K
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $335K of ELEVATION SERIES TRUST positions as of Q4 2024, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$335K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 210322400 · Q4 2024 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $0.3M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-SHORT 1Q history

Read with: Ownership concentration guide - ELEVATION SERIES TRUST's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ELEVATION SERIES TRUST
  1. 1
    LifeWealth Investments, LLC $293K
  2. 2
    Capital A Wealth Management, LLC $32K
  3. 3
    Park Square Financial Group, LLC $10K

Top 3 reported holders by value · Q4 2024

Top Institutional Holders

# Institution Shares Value Share of reported
1 LifeWealth Investments, LLC 11,860 $293K 87.6%
2 Capital A Wealth Management, LLC 1,279 $32K 9.4%
3 Park Square Financial Group, LLC 398 $10K 2.9%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ELEVATION SERIES TRUST's reported holders for Q4 2024, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2024

New positions (3)

LifeWealth Investments, LLC $293K
Capital A Wealth Management, LLC $32K
Park Square Financial Group, LLC $10K

Frequently Asked Questions

How many institutions hold ELEVATION SERIES TRUST?▼
ELEVATION SERIES TRUST is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of ELEVATION SERIES TRUST?▼
Institutions report $335K of ELEVATION SERIES TRUST as of Q4 2024.
How concentrated is ownership of ELEVATION SERIES TRUST?▼
The top five institutional holders account for 100% of the reported institutional value in ELEVATION SERIES TRUST, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of ELEVATION SERIES TRUST?▼
LifeWealth Investments, LLC is the largest reported holder of ELEVATION SERIES TRUST with $293K across 11,860 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.