Heritage Wealth Advisors

Position in ELV — Elevance Health, Inc.

CIK 1591122 RICHMOND, VA

Position in ELV

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

Position Value

$907,655

+$192,467 QoQ

Shares Held

2,347

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#788

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $1,134,419 across 4 Healthcare Plans names. ELV ranks #1 (80.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	2,347	$907,655
2	CVS	CVS HEALTH Corp	1,200	$124,140
3	CI	Cigna Group	321	$88,493
4	UNH	Unitedhealth Group Inc	34	$14,131

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$907,655	2,347	-3.9%	Shares	Sole	2026-08-14
2026-03-31	$715,188	2,443	-7.1%	Shares	Sole	2026-05-14
2025-12-31	$922,297	2,631	-5.8%	Shares	Sole	2026-02-13
2025-09-30	$902,474	2,793	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,086,365	2,793	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,214,843	2,793	-34.3%	Shares	Sole	2025-05-08
2024-12-31	$1,568,562	4,252	-4.9%	Shares	Sole	2025-02-12
2024-09-30	$2,325,960	4,473	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$2,423,197	4,472	0.0%	Shares	Sole	2024-12-12
2024-03-31	$2,318,910	4,472	0.0%	Shares	Sole	2024-12-12
2023-12-31	$2,108,816	4,472	-10.5%	Shares	Sole	2024-12-12
2023-09-30	$2,176,664	4,999	-2.9%	Shares	Sole	2024-12-12
2023-06-30	$2,286,760	5,147	+0.1%	Shares	Sole	2024-12-12
2023-03-31	$2,364,343	5,142	+1.4%	Shares	Sole	2023-05-04
2022-12-31	$2,602,296	5,073	+2.1%	Shares	Sole	2024-12-12
2022-09-30	$2,256,664	4,968	+28.3%	Shares	Sole	2024-12-12
2022-06-30	$1,868,549	3,872	+10.0%	Shares	Sole	2022-08-04
2022-03-31	$1,729,585	3,521	0.0%	Shares	Sole	2022-05-11
2021-12-31	$1,632,124	3,521	0.0%	Shares	Sole	2022-03-28
2021-09-30	$1,312,628	3,521	+74.2%	Shares	Sole	2021-11-02
2021-06-30	$771,617	2,021	-37.9%	Shares	Sole	2021-08-09
2021-03-31	$1,168,382	3,255	-4.2%	Shares	Sole	2021-04-27
2020-12-31	$1,091,063	3,398	+345.3%	Shares	Sole	2021-02-01
2020-09-30	$204,934	763	+7.0%	Shares	Sole	2020-11-03
2020-06-30	$187,504	713	0.0%	Shares	Sole	2020-07-17
2020-03-31	$161,879	713	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.