Institute for Wealth Management, LLC.

Position in ELV — Elevance Health, Inc.

CIK 1533954 DENVER, CO

Position in ELV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,047,651

+$250,493 QoQ

Shares Held

2,709

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#752

of 1,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $3,696,435 across 6 Healthcare Plans names. ELV ranks #3 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,052	$1,268,502
2	CI	Cigna Group	3,839	$1,058,335
3	ELV	Elevance Health, Inc. This page	2,709	$1,047,651
4	CVS	CVS HEALTH Corp	2,206	$228,210
5	CNC	Centene Corp	1,417	$90,957
6	HUM	Humana Inc	7	$2,780

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,047,651	2,709	-0.5%	Shares	Sole	2026-07-28
2026-03-31	$797,158	2,723	-3.5%	Shares	Sole	2026-05-14
2025-12-31	$989,602	2,823	-0.3%	Shares	Sole	2026-01-27
2025-09-30	$914,752	2,831	-0.8%	Shares	Sole	2025-10-17
2025-06-30	$1,110,480	2,855	0.0%	Shares	Sole	2025-07-18
2025-03-31	$1,241,810	2,855	-0.4%	Shares	Sole	2025-04-21
2024-12-31	$1,057,267	2,866	-4.3%	Shares	Sole	2025-01-23
2024-09-30	$1,557,920	2,996	-1.1%	Shares	Sole	2024-11-12
2024-06-30	$1,641,293	3,029	-0.1%	Shares	Sole	2024-07-25
2024-03-31	$1,572,213	3,032	0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,429,769	3,032	+1.8%	Shares	Sole	2024-01-31
2023-09-30	$1,297,116	2,979	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$1,324,872	2,982	+1.9%	Shares	Sole	2023-07-25
2023-03-31	$1,345,404	2,926	-0.7%	Shares	Sole	2023-04-20
2022-12-31	$1,511,209	2,946	-2.4%	Shares	Sole	2023-02-02
2022-09-30	$1,370,442	3,017	-2.4%	Shares	Sole	2022-10-18
2022-06-30	$1,491,654	3,091	0.0%	Shares	Sole	2022-07-25
2022-03-31	$1,518,361	3,091	-0.2%	Shares	Sole	2022-04-29
2021-12-31	$1,435,119	3,096	0.0%	Shares	Sole	2022-01-21
2021-09-30	$1,154,188	3,096	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,182,052	3,096	0.0%	Shares	Sole	2021-07-21
2021-03-31	$1,111,309	3,096	-0.5%	Shares	Sole	2021-05-04
2020-12-31	$999,553	3,113	-0.4%	Shares	Sole	2021-02-01
2020-09-30	$839,612	3,126	-4.1%	Shares	Sole	2020-11-03
2020-06-30	$856,788	3,258	+3.9%	Shares	Sole	2020-07-30
2020-03-31	$712,224	3,137	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.