B. Riley Wealth Advisors, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1464811 MEMPHIS, TN

Position in ELV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$533,300

+$191,661 QoQ

Shares Held

1,379

+18.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#956

of 1,597 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $7,931,068 across 4 Healthcare Plans names. ELV ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,819	$4,912,330
2	CVS	CVS HEALTH Corp	14,925	$1,543,991
3	CI	Cigna Group	3,415	$941,447
4	ELV	Elevance Health, Inc. This page	1,379	$533,300

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$533,300	1,379	+18.2%	Shares	Sole	2026-07-14
2026-03-31	$341,639	1,167	-2.3%	Shares	Sole	2026-04-27
2025-12-31	$418,907	1,195	+1.3%	Shares	Sole	2026-02-17
2025-09-30	$381,281	1,180	-25.0%	Shares	Sole	2025-10-31
2025-06-30	$612,223	1,574	-47.8%	Shares	Sole	2025-08-19
2024-12-31	$1,111,864	3,014	-15.6%	Shares	Sole	2025-02-25
2024-09-30	$1,856,920	3,571	-10.3%	Shares	Sole	2024-12-13
2024-06-30	$2,157,686	3,982	+39.5%	Shares	Sole	2024-08-19
2024-03-31	$1,480,431	2,855	+6.4%	Shares	Sole	2024-05-16
2023-12-31	$1,265,195	2,683	-6.0%	Shares	Sole	2024-03-15
2023-09-30	$1,243,124	2,855	-70.7%	Shares	Sole	2023-12-01
2023-06-30	$4,330,938	9,748	+357.9%	Shares	Sole	2023-07-27
2023-03-31	$978,935	2,129	+10.2%	Shares	Sole	2023-05-17
2022-12-31	$991,058	1,932	+9.6%	Shares	Sole	2023-03-15
2022-09-30	$800,824	1,763	+19.4%	Shares	Other	2022-11-22
2022-06-30	$712,287	1,476	-41.2%	Shares	Other	2022-08-12
2022-03-31	$1,232,470	2,509	+8.2%	Shares	Other	2022-05-02
2021-12-31	$1,074,485	2,318	+2.4%	Shares	Other	2022-01-28
2021-09-30	$844,019	2,264	+2.4%	Shares	Other	2021-11-16
2021-06-30	$844,541	2,212	-11.7%	Shares	Other	2021-08-10
2021-03-31	$899,169	2,505	+68.8%	Shares	Other	2021-05-13
2020-09-30	$398,587	1,484	-3.0%	Shares	Other	2020-11-09
2020-06-30	$402,359	1,530	-2.5%	Shares	Other	2020-07-31
2020-03-31	$356,452	1,570	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.