SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in ELV — Elevance Health, Inc.

CIK 1079935 LOS ANGELES, CA

Position in ELV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$792,409

+$182,319 QoQ

Shares Held

2,049

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#821

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $2,536,653 across 4 Healthcare Plans names. ELV ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,006	$1,249,383
2	ELV	Elevance Health, Inc. This page	2,049	$792,409
3	CVS	CVS HEALTH Corp	2,525	$261,210
4	CNC	Centene Corp	3,640	$233,651

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$792,409	2,049	-1.7%	Shares	Sole	2026-07-14
2026-03-31	$610,090	2,084	-0.5%	Shares	Sole	2026-04-15
2025-12-31	$734,051	2,094	-10.2%	Shares	Sole	2026-02-06
2025-09-30	$753,515	2,332	-11.8%	Shares	Defined	2025-11-05
2025-06-30	$1,028,410	2,644	-0.2%	Shares	Sole	2025-07-29
2025-03-31	$1,151,773	2,648	-58.2%	Shares	Sole	2025-05-16
2024-12-31	$2,335,505	6,331	+1.9%	Shares	Defined	2025-02-11
2024-09-30	$3,231,800	6,215	-23.2%	Shares	Defined	2024-11-06
2024-06-30	$4,386,356	8,095	+4.9%	Shares	Defined	2024-07-26
2024-03-31	$4,003,128	7,720	+7.0%	Shares	Defined	2024-05-13
2023-12-31	$3,403,248	7,217	+225.2%	Shares	Defined	2024-01-29
2023-09-30	$966,196	2,219	+0.0%	Shares	Defined	2023-10-26
2023-06-30	$985,435	2,218	0.0%	Shares	Defined	2023-07-20
2023-03-31	$1,019,858	2,218	+22.7%	Shares	Defined	2023-05-03
2022-12-31	$924,887	1,808	-0.2%	Shares	Sole	2023-01-11
2022-09-30	$823,082	1,812	+0.6%	Shares	Defined	2022-10-20
2022-06-30	$869,609	1,802	-0.6%	Shares	Defined	2022-07-13
2022-03-31	$890,581	1,813	+5.7%	Shares	Sole	2022-04-19
2021-12-31	$795,433	1,716	+0.3%	Shares	Sole	2022-01-20
2021-09-30	$637,860	1,711	+0.4%	Shares	Defined	2021-10-12
2021-06-30	$650,969	1,705	-1.6%	Shares	Defined	2021-07-16
2021-03-31	$622,059	1,733	+0.2%	Shares	Defined	2021-04-15
2020-12-31	$555,164	1,729	0.0%	Shares	Defined	2021-01-13
2020-09-30	$464,391	1,729	0.0%	Shares	Defined	2020-10-13
2020-06-30	$454,691	1,729	+1.5%	Shares	Sole	2020-07-21
2020-03-31	$386,649	1,703	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.