Position in ELV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,166,796
+$1,376,528 QoQ
Shares Held
15,946
-2.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#415
of 1,592 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $34,141,434 across 6 Healthcare Plans names. ELV ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
51,931 | $21,584,081 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
15,946 | $6,166,796 | |
| 3 | MOH |
Molina Healthcare, Inc.
|
11,517 | $2,633,937 | |
| 4 | ALHC |
Alignment Healthcare, Inc.
|
73,537 | $1,750,915 | |
| 5 | CVS |
CVS HEALTH Corp
|
13,235 | $1,369,160 | |
| 6 | CI |
Cigna Group
|
2,309 | $636,545 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,166,796 | 15,946 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,790,268 | 16,363 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,922,654 | 11,190 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,962,800 | 15,359 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,591,705 | 16,947 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,958,055 | 15,997 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,987,809 | 10,810 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,870,760 | 13,213 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,385,820 | 11,785 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,506,622 | 4,834 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,279,521 | 4,834 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,278,552 | 5,233 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,126,719 | 2,536 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,117,338 | 2,430 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $823,829 | 1,606 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $521,013 | 1,147 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $554,484 | 1,149 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $563,429 | 1,147 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $479,763 | 1,035 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $422,755 | 1,134 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $366,146 | 959 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $389,819 | 1,086 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $319,484 | 995 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $287,659 | 1,071 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $409,459 | 1,557 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $319,445 | 1,407 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||