Jackson, Grant Investment Advisers, Inc.
Position in ELV — Elevance Health, Inc.
CIK 1650300
STAMFORD, CT
Position in ELV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$18,949
+$4,605 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,467
of 1,597 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $952,469 across 4 Healthcare Plans names. ELV ranks #2 (2.0% of the industry book) .
All Filings in ELV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,949 | 49 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $14,344 | 49 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,176 | 49 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $17,125 | 53 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $42,396 | 109 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $47,410 | 109 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $40,210 | 109 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $56,680 | 109 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $59,062 | 109 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $56,520 | 109 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $51,400 | 109 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $47,460 | 109 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $48,427 | 109 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $50,119 | 109 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $53,861 | 105 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $47,695 | 105 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,670 | 105 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $51,578 | 105 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $48,671 | 105 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $39,144 | 105 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $40,089 | 105 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $34,100 | 95 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||