Position in ELV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,337,699
+$304,292 QoQ
Shares Held
3,459
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#690
of 1,597 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026IMA Advisory Services, Inc. holds $5,819,812 across 7 Healthcare Plans names. ELV ranks #3 (23.0% of the industry book) .
All Filings in ELV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,699 | 3,459 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,033,407 | 3,530 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,251,112 | 3,569 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,214,931 | 3,760 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,418,537 | 3,647 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,484,083 | 3,412 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,337,631 | 3,626 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,338,440 | 4,497 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $2,590,313 | 5,949 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $2,720,387 | 6,123 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,406,185 | 5,233 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $454 | 1 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||