Elevated Financial Group LLC

SEC CIK: 0002063915
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

AMG holding history

Affiliated Managers Group, Inc. in every 13F filed by Elevated Financial Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMG overview All 13F holders of AMG Full Q2 2026 holdings

Shares (Q2 2026): 731
Value: $247.4K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of AMG by Elevated Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	731	$247.4K	0.1%	−140−16.1%	Reduced	Holders
Q1 2026	871	$241.0K	0.1%	−85−8.9%	Reduced	Holders
Q4 2025	956	$275.6K	0.1%	–	No prior filing	Holders