Elevated Financial Group LLC

SEC CIK: 0002063915
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial 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.

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

Shares (Q2 2026): 4,932
Value: $345.6K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of CFG by Elevated Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,932	$345.6K	0.1%	−56−1.1%	Reduced	Holders
Q1 2026	4,988	$299.1K	0.1%	−491−9.0%	Reduced	Holders
Q4 2025	5,479	$320.0K	0.1%	–	No prior filing	Holders