Position in ELV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$571,200
+$119,780 QoQ
Shares Held
1,477
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#929
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, 2026First Bank & Trust holds $1,610,690 across 2 Healthcare Plans names. ELV ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,501 | $1,039,490 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
1,477 | $571,200 |
All Filings in ELV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,200 | 1,477 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $451,420 | 1,542 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $343,188 | 979 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $247,833 | 767 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $334,505 | 860 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $336,224 | 773 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $257,861 | 699 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $387,920 | 746 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $382,011 | 705 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $356,755 | 688 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $306,514 | 650 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $248,624 | 571 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $253,689 | 571 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $292,898 | 637 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $345,228 | 673 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $296,618 | 653 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $293,891 | 609 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $277,539 | 565 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $244,285 | 527 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $191,619 | 514 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $187,082 | 490 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $162,245 | 452 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $124,582 | 388 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $108,778 | 405 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $102,036 | 388 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $84,004 | 370 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||