Position in ELV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$292,367
+$60,802 QoQ
Shares Held
756
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,149
of 1,597 holders
Holding Since
Jun 2020
25 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, 2026Pettinga Financial Advisors LLC holds $292,367 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
756 | $292,367 |
All Filings in ELV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,367 | 756 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $231,565 | 791 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $284,645 | 812 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $250,418 | 775 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $301,444 | 775 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $336,659 | 774 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $285,528 | 774 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $401,960 | 773 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $418,315 | 772 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $400,312 | 772 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $363,572 | 771 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $420,615 | 966 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $569,135 | 1,281 | Shares | Other | 2023-07-18 | |
| 2023-03-31 | $589,016 | 1,281 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $656,601 | 1,280 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $581,426 | 1,280 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $467,136 | 968 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $472,062 | 961 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $442,680 | 955 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $353,413 | 948 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $358,891 | 940 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $334,540 | 932 | Shares | Other | 2021-04-29 | |
| 2020-12-31 | $296,686 | 924 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $245,759 | 915 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $238,522 | 907 | Shares | Other | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||