SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in ELV — Elevance Health, Inc.
CIK 1531593
NEW YORK, NY
Position in ELV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,336
+$8,797 QoQ
Shares Held
50
+38.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,464
of 1,597 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Derivatives in ELV
reported options exposure · as of Jun 30, 2023CallValue
$888,580
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $2,765,430 across 6 Healthcare Plans names. ELV ranks #3 (0.7% of the industry book) .
All Filings in ELV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,336 | 50 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,539 | 36 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $116,032 | 331 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $125,047 | 387 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $59,121 | 152 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $888,580 | 2,000 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $137,285 | 309 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $214,731 | 467 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $123,625 | 241 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $58,596 | 129 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $241,772 | 501 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $48,630 | 99 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,640,210 | 14,325 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||