Capital Asset Advisory Services LLC
Position in ELV — Elevance Health, Inc.
CIK 1666024
Williamston, MI
Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$457,114
+$223,500 QoQ
Shares Held
1,182
+48.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#991
of 1,592 holders
Holding Since
Jun 2024
5 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, 2026Capital Asset Advisory Services LLC holds $3,947,229 across 4 Healthcare Plans names. ELV ranks #3 (11.6% of the industry book) .
All Filings in ELV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,114 | 1,182 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $233,614 | 798 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $318,649 | 909 | Shares | Sole | 2026-01-09 | |
| 2024-09-30 | $238,680 | 459 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $251,423 | 464 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||