Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in ELV — Elevance Health, Inc.
CIK 1510434
Seattle, WA
Position in ELV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,422,392
+$696,373 QoQ
Shares Held
3,678
+48.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#683
of 1,605 holders
Holding Since
Jun 2022
16 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $6,075,445 across 5 Healthcare Plans names. ELV ranks #2 (23.4% of the industry book) .
All Filings in ELV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,422,392 | 3,678 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $726,019 | 2,480 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $635,546 | 1,813 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $597,125 | 1,848 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $707,906 | 1,820 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $772,488 | 1,776 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $717,510 | 1,945 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,024,400 | 1,970 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $846,927 | 1,563 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $821,885 | 1,585 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $219,887 | 505 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $273,682 | 616 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,424,578 | 5,273 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,341,708 | 4,565 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,919,164 | 4,225 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,513,370 | 3,136 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||