Skip to content

LRNZ ELEVATION SERIES TRUST

Follow

TRUESHS TECH AI (fund)

20 managers (20 13F filers) reported a position in LRNZ shares at 2025-09-30, 98,131 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
20
13F filers
20
New
3
Added
6
Reduced
5
Sold out
1
Shares held by filers
98,131

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
Mid-American Wealth Advisory Group, Inc.17,081$777K0.35%+2,98513F-HRTimeline
WEDBUSH SECURITIES INC15,712$715K0.02%-1,73013F-HRTimeline
Authentikos Wealth Advisory, LLC9,871$449K0.3%+1,28013F-HR/ATimeline
Sloy Dahl & Holst, LLC7,715$351K0.04%+25013F-HRTimeline
UBS Group AGin group UBS Group AG7,560$344K<0.01%-1,08713F-HRTimelineGroup
Acorn Wealth Advisors, LLC6,780$309K0.1%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,429$293K0.01%+4,49213F-HRTimelineGroup
Weaver Consulting Group6,335$288K0.07%+1,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,183$236K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,877$221K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers4,678$213K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC2,200$100K<0.01%-50013F-HRTimeline
AE Wealth Management LLC1,844$83.9K<0.01%+13313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY600$27.3K<0.01%-10,20013F-HR/ATimelineGroup
Carolina Wealth Advisors, LLC399$18.2K0.01%-3113F-HRTimeline
Capital Investment Advisory Services, L…376$17.1K<0.01%new13F-HRTimeline
Bogart Wealth, LLC160$7.28K<0.01%013F-HRTimeline
Parallel Advisors, LLC136$6.21K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.100$4.55K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.95$4.32K<0.01%013F-HRTimeline