Position in ELV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$311,317
+$10,078 QoQ
Shares Held
805
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,131
of 1,605 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026First Western Trust Bank holds $2,031,778 across 4 Healthcare Plans names. ELV ranks #4 (15.3% of the industry book) .
All Filings in ELV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,317 | 805 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $301,239 | 1,029 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $325,660 | 929 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $299,532 | 927 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $384,291 | 988 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $444,093 | 1,021 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $396,567 | 1,075 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $557,960 | 1,073 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $581,415 | 1,073 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $553,282 | 1,067 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $529,561 | 1,123 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $507,263 | 1,165 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $531,370 | 1,196 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $551,771 | 1,200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $615,563 | 1,200 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $517,378 | 1,139 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $561,240 | 1,163 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $585,042 | 1,191 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||