Position in ELV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$715,450
+$173,863 QoQ
Shares Held
1,850
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#850
of 1,597 holders
Holding Since
Mar 2024
10 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $6,585,944 across 3 Healthcare Plans names. ELV ranks #2 (10.9% of the industry book) .
All Filings in ELV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,450 | 1,850 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $541,587 | 1,850 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $646,764 | 1,845 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $650,763 | 2,014 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $342,673 | 881 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $409,297 | 941 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $641,886 | 1,740 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $655,200 | 1,260 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $617,720 | 1,140 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $570,394 | 1,100 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||