Syverson Strege & Co

Position in ELV — Elevance Health, Inc.

CIK 1682057 WEST DES MOINES, IA

Position in ELV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$208,060

-$49,243 QoQ

Shares Held

538

-26.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,300

of 1,597 holders

Holding Since

Sep 2021

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Syverson Strege & Co holds $1,514,481 across 3 Healthcare Plans names. ELV ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,896	$788,034
2	CVS	CVS HEALTH Corp	5,011	$518,387
3	ELV	Elevance Health, Inc. This page	538	$208,060

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,060	538	-26.7%	Shares	Sole	2026-08-06
2025-12-31	$257,303	734	+9.4%	Shares	Sole	2026-02-09
2025-09-30	$216,813	671	-24.9%	Shares	Sole	2025-12-01
2025-06-30	$347,341	893	+5853.3%	Shares	Sole	2025-08-04
2023-03-31	$6,897	15	-60.5%	Shares	Sole	2023-05-03
2021-09-30	$14,166	38	—	Shares	Sole	2021-11-02
No filing history on record for this holder in this stock.