SOVF — ELEVATION SERIES TRUST

Ownership history in Values First Advisors, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Values First Advisors, Inc. reported a position in ELEVATION SERIES TRUST (SOVF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2025 Q4)
Avg. % of fund
0.12%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,008 +2,470 +37.8% 0.14% $263K $29.18
2024 Q4 INITIATED 6,538 — — 0.11% $201K $30.52
% of Fund (quarterly)    SOVF price (monthly, adj. close)

Other funds also holding SOVF

As of 2025 Q4 — sorted by position size

Cornerstone Management, Inc. 2.79% Bare Financial Services, Inc 1.08% OneAscent Wealth Management LLC 3Y 0.62% EverSource Wealth Advisors, LLC 3Y 0.49% AIFG Consultants Ltd. 0.38% BOS Asset Management, LLC 3Y 0.38% OneAscent Financial Services LLC 3Y 0.34% Keel Point, LLC 3Y 7Y 0.11% ICONIQ Capital, LLC 3Y 7Y 0.09% Vident Advisory, LLC 0.08%
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