Kingdom Financial Group LLC. MAYZ — ELEVATION SERIES TRUST

Ownership history in Kingdom Financial Group LLC.  ·  3 quarters on record

AI Ownership Summary

Kingdom Financial Group LLC. reported ELEVATION SERIES TRUST (MAYZ) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows MAYZ at 0.00% 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.

What this MAYZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingdom Financial Group LLC.'s position in ELEVATION SERIES TRUST, 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
2026 Q2

MAYZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

How Kingdom Financial Group LLC. held MAYZ — position size vs. price
% of Fund (quarterly)    MAYZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — — — — 0.00% $4 2026-08-07 $37.07
2026 Q1 UNCHANGED — — — — — — 0.00% $3 2026-05-13 $35.83
2025 Q4 INITIATED — — — — — — 0.00% $3 2026-02-06 $33.80

🏢 Other funds also holding MAYZ

As of 2026 Q3 — sorted by position size

Weaver Consulting Group 3Y 7Y 0.39%

FAQ About Kingdom Financial Group LLC. and MAYZ

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

How long has Kingdom Financial Group LLC. reported owning MAYZ?

Kingdom Financial Group LLC. reported MAYZ across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported MAYZ position in Kingdom Financial Group LLC.'s portfolio?

The largest reported portfolio weight for MAYZ was 0.00% in 2026 Q2.

What is the latest reported MAYZ position on this page?

The latest section of the table and chart shows the most recent reported MAYZ position for Kingdom Financial Group LLC..

What does the chart on this MAYZ ownership page compare?

The chart compares Kingdom Financial Group LLC.'s quarterly MAYZ 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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