Capital Advisors, Ltd. LLC

Position in ELV — Elevance Health, Inc.

CIK 1597878 SHAKER HEIGHTS, OH

Position in ELV

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$97,069

+$23,882 QoQ

Shares Held

251

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,361

of 1,597 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $814,432 across 7 Healthcare Plans names. ELV ranks #2 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,135	$471,740
2	ELV	Elevance Health, Inc. This page	251	$97,069
3	CVS	CVS HEALTH Corp	820	$84,829
4	CI	Cigna Group	296	$81,601
5	HUM	Humana Inc	165	$65,541
6	CNC	Centene Corp	202	$12,966
7	MOH	Molina Healthcare, Inc.	3	$686

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,069	251	+0.4%	Shares	Sole	2026-07-16
2026-03-31	$73,187	250	-4.6%	Shares	Sole	2026-04-16
2025-12-31	$91,844	262	+4.4%	Shares	Sole	2026-01-21
2025-09-30	$81,103	251	+21.8%	Shares	Sole	2025-10-16
2025-06-30	$80,125	206	-6.4%	Shares	Sole	2025-07-24
2025-03-31	$95,691	220	+6.8%	Shares	Sole	2025-04-15
2024-12-31	$75,993	206	-15.2%	Shares	Sole	2025-02-04
2024-09-30	$126,360	243	-2.4%	Shares	Sole	2024-10-24
2024-06-30	$134,923	249	+0.4%	Shares	Sole	2024-07-25
2024-03-31	$128,597	248	+8.8%	Shares	Sole	2024-04-18
2023-12-31	$107,515	228	+1.8%	Shares	Sole	2024-02-02
2023-09-30	$97,534	224	+6.2%	Shares	Sole	2023-10-27
2023-06-30	$93,745	211	+1818.2%	Shares	Sole	2023-07-26
2023-03-31	$5,057	11	-94.7%	Shares	Sole	2023-05-03
2022-12-31	$1	206	+2188.9%	Shares	Sole	2023-02-07
2022-09-30	$4,088	9	+28.6%	Shares	Sole	2022-11-09
2022-06-30	$3,378	7	+16.7%	Shares	Sole	2022-08-05
2022-03-31	$2,947	6	+200.0%	Shares	Sole	2022-05-09
2021-12-31	$927	2	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.