Valmark Advisers, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1380443 AKRON, OH

Position in ELV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$484,959

+$107,019 QoQ

Shares Held

1,254

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#976

of 1,597 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Valmark Advisers, Inc. holds $3,295,977 across 4 Healthcare Plans names. ELV ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,414	$2,250,220
2	ELV	Elevance Health, Inc. This page	1,254	$484,959
3	OSCR	Oscar Health, Inc.	12,358	$352,450
4	CVS	CVS HEALTH Corp	2,014	$208,348

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,959	1,254	-2.9%	Shares	Sole	2026-08-06
2026-03-31	$377,940	1,291	0.0%	Shares	Sole	2026-05-01
2025-12-31	$452,560	1,291	-4.0%	Shares	Sole	2026-01-26
2025-09-30	$434,596	1,345	-10.7%	Shares	Sole	2025-10-24
2025-06-30	$586,162	1,507	+0.7%	Shares	Sole	2025-07-23
2025-03-31	$650,700	1,496	+7.2%	Shares	Sole	2025-04-23
2024-12-31	$514,615	1,395	-18.4%	Shares	Sole	2025-01-30
2024-09-30	$888,680	1,709	-5.4%	Shares	Sole	2024-10-25
2024-06-30	$979,141	1,807	+1.6%	Shares	Sole	2024-08-01
2024-03-31	$921,964	1,778	+16.3%	Shares	Sole	2024-05-06
2023-12-31	$721,015	1,529	-3.7%	Shares	Sole	2024-02-02
2023-09-30	$691,446	1,588	+1.9%	Shares	Sole	2023-11-08
2023-06-30	$692,648	1,559	+1.9%	Shares	Sole	2023-08-03
2023-03-31	$703,509	1,530	+86.1%	Shares	Sole	2023-05-02
2022-12-31	$421,661	822	+1.1%	Shares	Sole	2023-02-07
2022-09-30	$369,297	813	-3.7%	Shares	Sole	2022-11-03
2022-06-30	$407,297	844	-7.6%	Shares	Sole	2022-08-01
2022-03-31	$448,483	913	+12.4%	Shares	Sole	2022-05-10
2021-12-31	$376,394	812	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.