Position in ELV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$238,612
-$84,244 QoQ
Shares Held
617
-33.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,243
of 1,597 holders
Holding Since
Sep 2023
9 quarters on record
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BAXTER BROS INC holds $238,612 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
|
617 | $238,612 |
All Filings in ELV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,612 | 617 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $322,856 | 921 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $297,593 | 921 | Shares | Sole | 2025-10-14 | |
| 2024-12-31 | $320,205 | 868 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $576,160 | 1,108 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $600,922 | 1,109 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $678,768 | 1,309 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $605,483 | 1,284 | Shares | Sole | 2024-05-17 | |
| 2023-09-30 | $478,962 | 1,100 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||