FFC — FLAHERTY & CRUMRIN PFD & INM

Ownership history in Elevated Capital Advisors, LLC  ·  22 quarters on record

AI Ownership Summary

Elevated Capital Advisors, LLC reported FLAHERTY & CRUMRIN PFD & INM (FFC) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.59% in 2024 Q3. The latest visible filing shows FFC at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elevated Capital Advisors, LLC's position in FLAHERTY & CRUMRIN PFD & INM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FFC was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FFC stock page Elevated Capital Advisors, LLC fund profile Elevated Capital Advisors, LLC full holdings
How Elevated Capital Advisors, LLC held FFC — position size vs. price
% of Fund (quarterly)    FFC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 114,520 -1,981 -1.7% 0.44% $1.9M 2026-02-14 (Est.) $16.67
2025 Q3 REDUCED 116,501 -5,741 -4.7% 0.49% $2.0M 2025-11-13 $16.11
2025 Q2 UNCHANGED 122,242 — 0% 0.55% $1.9M 2025-07-15 $15.60
2025 Q1 REDUCED 122,242 -11,676 -8.7% 0.55% $1.9M 2025-04-24 $14.16
2024 Q4 REDUCED 133,918 -1,890 -1.4% 0.57% $2.1M 2025-01-13 $14.29
2024 Q3 REDUCED 135,808 -1,564 -1.1% 0.59% $2.2M 2024-10-22 $14.61
2024 Q2 REDUCED 137,372 -1,157 -0.8% 0.57% $2.0M 2024-08-01 $13.27
2024 Q1 ADDED 138,529 +7,843 +6.0% 0.59% $2.1M 2024-04-15 $11.95
2023 Q4 ADDED 130,686 +1,795 +1.4% 0.57% $1.8M 2024-01-09 $11.90
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FFC

As of 2025 Q4 — sorted by position size

BARD ASSOCIATES INC 3Y 7Y 5.17% Gridiron Partners, LLC 1.42% Smith Asset Management Co., LLC 1.01% Everstar Asset Management, LLC 0.44% 1607 Capital Partners, LLC 3Y 7Y 0.38% Csenge Advisory Group 3Y 7Y 0.24% SEAMOUNT FINANCIAL GROUP INC 0.23% Hennion & Walsh Asset Management, Inc. 3Y 0.21% CEERA INVESTMENTS, LLC 3Y 0.21% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.21%

FAQ About Elevated Capital Advisors, LLC and FFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elevated Capital Advisors, LLC reported owning FFC?

Elevated Capital Advisors, LLC reported FFC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FFC position in Elevated Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for FFC was 0.59% in 2024 Q3.

What is the latest reported FFC position on this page?

The most recent filing on this page is 2025 Q4, when Elevated Capital Advisors, LLC reported 114,520 shares, equal to 0.44% of portfolio, with an estimated market value of $1.9M.

What does the chart on this FFC ownership page compare?

The chart compares Elevated Capital Advisors, LLC's quarterly FFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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