Elevated Financial Group LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 2063915 INDIANAPOLIS, IN

Position in AMG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$247,370

+$6,365 QoQ

Shares Held

731

-16.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#391

of 562 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Elevated Financial Group LLC holds $1,216,200 across 3 Asset Management names. AMG ranks #3 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	725	$697,131
2	STT	State Street Corp	1,602	$271,699
3	AMG	Affiliated Managers Group, Inc. This page	731	$247,370

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,370	731	-16.1%	Shares	Sole	2026-07-22
2026-03-31	$241,005	871	-8.9%	Shares	Sole	2026-05-11
2025-12-31	$275,595	956	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.