Aldebaran Financial Inc.

Position in ELV — Elevance Health, Inc.

CIK 1353110 KINGSPORT, TN

Position in ELV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$266,456

+$65,044 QoQ

Shares Held

689

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,185

of 1,597 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Aldebaran Financial Inc. holds $715,336 across 2 Healthcare Plans names. ELV ranks #2 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	1,080	$448,880
2	ELV	Elevance Health, Inc. This page	689	$266,456

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,456	689	+0.1%	Shares	Sole	2026-08-13
2026-03-31	$201,412	688	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$240,827	687	+0.1%	Shares	Sole	2026-01-23
2025-09-30	$221,660	686	+0.1%	Shares	Sole	2025-11-19
2025-06-30	$266,437	685	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$297,512	684	0.0%	Shares	Sole	2025-05-08
2024-12-31	$252,327	684	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$355,160	683	+0.1%	Shares	Sole	2024-11-21
2024-06-30	$369,548	682	0.0%	Shares	Sole	2024-08-22
2024-03-31	$353,644	682	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$321,132	681	+0.1%	Shares	Sole	2024-02-01
2023-09-30	$296,085	680	0.0%	Shares	Sole	2023-11-06
2023-06-30	$302,117	680	+0.1%	Shares	Sole	2023-07-25
2023-03-31	$312,210	679	-12.8%	Shares	Sole	2023-04-24
2022-12-31	$399,603	779	+0.1%	Shares	Sole	2023-03-06
2022-09-30	$353,398	778	0.0%	Shares	Sole	2022-11-14
2022-06-30	$375,447	778	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.