Advertisement
Screener

Elevated Financial Group LLC Historic Quarter Change: USA Preferred Shares, Sold Out

Elevated Financial Group LLC historic quarter change: USA Preferred Shares, Sold out

In preferred shares (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Elevated Financial Group LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2063915), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Idaho Trust CoUnited States$0.308B146
Omega Financial Group, LLCUnited States$0.308B101
Argyle Capital Management, LLCUnited States$0.308B137
Capital Planning LLCUnited States$0.307B82
TPG Financial Advisors, LLCUnited States$0.307B76
Islander Capital Partners, L.P.United States$0.308B17
FIRST UNITED BANK & TRUSTUnited States$0.308B560
Alta Wealth Advisors LLCUnited States$0.308B161
PECAUT & CO.United States$0.308B66
Alfreton Capital LLPUnited Kingdom$0.308B5