Pinnacle Wealth Management Advisory Group, LLC
Position in ELV — Elevance Health, Inc.
CIK 1631864
RED BANK, NJ
Position in ELV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$503,909
+$87,326 QoQ
Shares Held
1,303
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#965
of 1,597 holders
Holding Since
Mar 2020
26 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $4,759,969 across 6 Healthcare Plans names. ELV ranks #4 (10.6% of the industry book) .
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,909 | 1,303 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $416,583 | 1,423 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $688,129 | 1,963 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $566,429 | 1,753 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $728,522 | 1,873 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $690,281 | 1,587 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $727,101 | 1,971 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,219,400 | 2,345 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,342,729 | 2,478 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $851,442 | 1,642 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $771,000 | 1,635 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $669,240 | 1,537 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $701,978 | 1,580 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $720,062 | 1,566 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $771,506 | 1,504 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $699,529 | 1,540 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $617,702 | 1,280 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $502,026 | 1,022 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $445,461 | 961 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $358,260 | 961 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $366,909 | 961 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $344,950 | 961 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $314,989 | 981 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $263,486 | 981 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $257,983 | 981 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $218,185 | 961 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||