Quest 10 Wealth Builders, Inc. SEPZ — ELEVATION SERIES TRUST

Ownership history in Quest 10 Wealth Builders, Inc.  ·  4 quarters on record

AI Ownership Summary

Quest 10 Wealth Builders, Inc. reported ELEVATION SERIES TRUST (SEPZ) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.47% in 2025 Q3. The latest visible filing shows SEPZ at 0.37% 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 SEPZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quest 10 Wealth Builders, Inc.'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

SEPZ was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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.

SEPZ stock page Quest 10 Wealth Builders, Inc. fund profile Quest 10 Wealth Builders, Inc. full holdings
How Quest 10 Wealth Builders, Inc. held SEPZ — position size vs. price
% of Fund (quarterly)    SEPZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,489 -1,689 -13.9% 0.37% $477K 2026-07-24 $nan
2026 Q1 ADDED — — — 12,178 +228 +1.9% 0.43% $495K 2026-05-06 $44.78
2025 Q4 REDUCED — — — 11,950 -84 -0.7% 0.45% $505K 2026-01-29 $42.81
2025 Q3 INITIATED — — — 12,034 — — 0.47% $509K 2025-10-20 $41.65

🏢 Other funds also holding SEPZ

As of 2026 Q2 — sorted by position size

TrueMark Investments, LLC 2.83% Wellment Financial 1.84% B.O.S.S. Retirement Advisors, LLC 3Y 0.55% LifeWealth Investments, LLC 0.2% Networth Advisors, LLC 0.06% DHJJ Financial Advisors, Ltd. 3Y 0.02% Mosley Wealth Management 0.02% Capital Investment Advisory Services, LLC 3Y 7Y 0.02% Decker Retirement Planning Inc. 0.02% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Quest 10 Wealth Builders, Inc. and SEPZ

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

How long has Quest 10 Wealth Builders, Inc. reported owning SEPZ?

Quest 10 Wealth Builders, Inc. reported SEPZ across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SEPZ position in Quest 10 Wealth Builders, Inc.'s portfolio?

The largest reported portfolio weight for SEPZ was 0.47% in 2025 Q3.

What is the latest reported SEPZ position on this page?

The most recent filing on this page is 2026 Q2, when Quest 10 Wealth Builders, Inc. reported 10,489 shares, equal to 0.37% of portfolio, with an estimated market value of $477K.

What does the chart on this SEPZ ownership page compare?

The chart compares Quest 10 Wealth Builders, Inc.'s quarterly SEPZ 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.

How well did Quest 10 Wealth Builders, Inc. time their SEPZ position?

Based on 13F filing dates vs. subsequent SEPZ price moves, Quest 10 Wealth Builders, Inc. correctly timed 1 out of 3 reported position changes (33%).

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