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LRNZ ELEVATION SERIES TRUST

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TRUESHS TECH AI (fund)

20 managers (20 13F filers) reported a position in LRNZ shares at 2025-06-30, 99,220 shares in all. 20 filers opened a position and 0 filers sold out during the quarter.

Managers
20
13F filers
20
New
20
Added
0
Reduced
0
Sold out
0
Shares held by filers
99,220

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WEDBUSH SECURITIES INC17,442$780K0.03%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.14,096$630K0.3%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,800$483K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,647$387K<0.01%new13F-HRTimelineGroup
Authentikos Wealth Advisory, LLC8,591$384K0.27%new13F-HR/ATimeline
Sloy Dahl & Holst, LLC7,465$334K0.05%new13F-HRTimeline
Acorn Wealth Advisors, LLC6,780$303K0.11%new13F-HRTimeline
Weaver Consulting Group5,335$239K0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,877$218K<0.01%new13F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,660$208K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC3,258$146K0.11%new13F-HRTimeline
SIGNATUREFD, LLC2,700$121K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,937$86.6K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,711$76.5K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC430$19.2K0.01%new13F-HRTimeline
Bogart Wealth, LLC160$7.16K<0.01%new13F-HRTimeline
Parallel Advisors, LLC136$6.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.100$4.47K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.95$3.7K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.