Position in ELV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,317,286
+$566,349 QoQ
Shares Held
5,992
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#564
of 1,597 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $2,317,286 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
5,992 | $2,317,286 |
All Filings in ELV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,317,286 | 5,992 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,750,937 | 5,981 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,096,289 | 5,980 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||