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DECZ ELEVATION SERIES TRUST

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TRUESHARES DEC (fund)

26 managers (26 13F filers) reported a position in DECZ shares at 2025-09-30, 975,479 shares in all. 26 filers opened a position and 0 filers sold out during the quarter.

Managers
26
13F filers
26
New
26
Added
0
Reduced
0
Sold out
0
Shares held by filers
975,479

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AE Wealth Management LLC433,538$17.7M0.11%new13F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC225,988$9.21M1.6%new13F-HRTimelineGroup
Lloyd Advisory Services, LLC.77,628$3.16M1.49%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC42,877$1.75M0.42%new13F-HRTimeline
Elevated Capital Advisors, LLC30,479$1.24M0.31%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC25,477$1.04M0.3%new13F-HR/ATimeline
Weaver Consulting Group25,471$1.04M0.26%new13F-HRTimeline
Wellment Financial20,163$821K0.97%new13F-HRTimeline
LifeWealth Investments, LLC14,183$578K0.19%new13F-HR/ATimeline
Great Lakes Retirement, Inc.13,870$565K0.06%new13F-HRTimeline
SMART Wealth LLC13,712$559K0.21%new13F-HRTimeline
Outlook Wealth Advisors, LLC8,658$353K0.09%new13F-HRTimeline
FWG Investments, LLC.7,047$287K0.2%new13F-HRTimeline
Capital Investment Advisory Services, L…6,052$247K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,794$236K0.01%new13F-HRTimeline
FSA Advisors, Inc.5,345$218K0.17%new13F-HRTimeline
Csenge Advisory Group5,116$208K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC3,413$139K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.3,309$135K0.12%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,198$130K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,969$80.2K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,200$48.9K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.609$24.8K0.01%new13F-HRTimeline
Decker Retirement Planning Inc.205$8.35K<0.01%new13F-HRTimeline
Pineridge Advisors LLC133$5.42K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC45$1.83K<0.01%new13F-HRTimeline