SRHQ ELEVATION SERIES TRUST
FollowCMN (fund)
3 managers (3 13F filers) reported a position in SRHQ shares at 2026-06-30, 4,350,981 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 3
- 13F filers
- 3
- New
- 0
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 4,350,981
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 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| SRH ADVISORS, LLC | 4,309,525 | $198M | 50.35% | +1,185 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 31,028 | $1.42M | <0.01% | -1,413 | 13F-HRTimelineGroup |
| WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC | 10,428 | $478K | 0.12% | +11 | 13F-HRTimelineGroup |