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LRNZ ELEVATION SERIES TRUST

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TRUESHS TECH AI (fund)

24 managers (24 13F filers) reported a position in LRNZ shares at 2025-12-31, 105,589 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
24
13F filers
24
New
5
Added
8
Reduced
5
Sold out
1
Shares held by filers
105,589

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.17,134$817K0.34%+5313F-HRTimeline
WEDBUSH SECURITIES INC17,107$815K0.02%+1,39513F-HRTimeline
Authentikos Wealth Advisory, LLC12,801$610K0.4%+2,93013F-HRTimeline
Sloy Dahl & Holst, LLC7,925$378K0.05%+21013F-HRTimeline
Cetera Investment Advisers6,910$329K<0.01%+2,23213F-HRTimeline
Acorn Wealth Advisors, LLC6,603$315K0.09%-17713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,260$301K<0.01%new13F-HRTimelineGroup
Weaver Consulting Group6,315$301K0.07%-2013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,581$218K0.01%-1,84813F-HRTimelineGroup
Continuum Advisory, LLC4,505$215K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,347$207K<0.01%-53013F-HRTimelineGroup
AE Wealth Management LLC3,984$190K<0.01%+2,14013F-HRTimeline
SIGNATUREFD, LLC2,200$105K<0.01%013F-HRTimeline
Triumph Capital Management1,979$94.3K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC817$38.9K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY608$29K<0.01%+813F-HR/ATimelineGroup
Carolina Wealth Advisors, LLC399$19K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…376$17.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.200$9.53K<0.01%+10013F-HRTimeline
Bogart Wealth, LLC160$7.62K<0.01%013F-HRTimeline
Parallel Advisors, LLC136$6.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.95$4.53K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG84$4K<0.01%-7,47613F-HRTimelineGroup
Kingdom Financial Group LLC.63$3K<0.01%new13F-HRTimeline