Regal Investment Advisors LLC

Position in ELV — Elevance Health, Inc.

CIK 1559789 KENTWOOD, MI

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,184,805

+$883,756 QoQ

Shares Held

10,821

-4.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#475

of 1,605 holders

Holding Since

Mar 2022

6 quarters on record

Voting authority Sole 0% Shared 30% None 70%

Healthcare · as of Jun 30, 2026

Regal Investment Advisors LLC holds $5,727,994 across 4 Healthcare Plans names. ELV ranks #1 (73.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	10,821	$4,184,805
2	UNH	Unitedhealth Group Inc	1,453	$603,910
3	CVS	CVS HEALTH Corp	4,981	$515,284
4	CI	Cigna Group	1,538	$423,995

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,184,805	10,821	-4.0%	Shares	Sole	2026-08-14
2026-03-31	$3,301,049	11,276	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$3,939,831	11,239	+3.7%	Shares	Sole	2026-02-17
2025-09-30	$3,501,974	10,838	+2511.6%	Shares	Sole	2025-11-13
2022-12-31	$212,882	415	-13.7%	Shares	Sole	2023-03-01
2022-03-31	$236,276	481	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.