Position in ELV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,355,888
+$3,788,165 QoQ
Shares Held
39,707
+0.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#296
of 1,592 holders
Holding Since
Jun 2023
13 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, 2026Smith Salley Wealth Management holds $23,390,685 across 3 Healthcare Plans names. ELV ranks #1 (65.6% of the industry book) .
All Filings in ELV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,355,888 | 39,707 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,567,723 | 39,514 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $13,354,202 | 38,095 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,876,978 | 39,852 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $12,301,248 | 31,626 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $13,331,089 | 30,649 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $10,958,174 | 29,705 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $16,164,200 | 31,085 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $16,402,102 | 30,270 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $14,784,093 | 28,511 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $15,083,789 | 31,987 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $13,250,266 | 30,431 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,374,615 | 23,351 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||