Position in ELV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$402,199
+$97,739 QoQ
Shares Held
1,040
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,038
of 1,597 holders
Holding Since
Dec 2024
7 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, 2026KELLY FINANCIAL GROUP LLC holds $402,199 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
|
1,040 | $402,199 |
All Filings in ELV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,199 | 1,040 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $304,460 | 1,040 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $364,572 | 1,040 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $336,044 | 1,040 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $404,518 | 1,040 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $452,358 | 1,040 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $381,811 | 1,035 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||