Independent Advisor Alliance

Position in ELV — Elevance Health, Inc.

CIK 1696899 CHARLOTTE, NC

Position in ELV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,115,715

+$276,108 QoQ

Shares Held

2,885

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#730

of 1,592 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Independent Advisor Alliance holds $16,574,901 across 6 Healthcare Plans names. ELV ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	23,140	$9,617,677
2	CVS	CVS HEALTH Corp	32,453	$3,357,262
3	CI	Cigna Group	4,945	$1,363,237
4	ELV	Elevance Health, Inc. This page	2,885	$1,115,715
5	HUM	Humana Inc	2,205	$875,869
6	CNC	Centene Corp	3,819	$245,141

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,115,715	2,885	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$839,607	2,868	+1.0%	Shares	Sole	2026-05-12
2025-12-31	$995,211	2,839	-3.6%	Shares	Sole	2026-02-04
2025-09-30	$951,587	2,945	-16.0%	Shares	Sole	2025-11-04
2025-06-30	$1,364,081	3,507	-1.3%	Shares	Sole	2025-08-11
2025-03-31	$1,544,977	3,552	-11.0%	Shares	Sole	2025-05-12
2024-12-31	$1,471,910	3,990	-53.1%	Shares	Sole	2025-02-07
2024-09-30	$4,420,520	8,501	-5.7%	Shares	Sole	2024-11-13
2024-06-30	$4,883,783	9,013	-2.2%	Shares	Sole	2024-08-12
2024-03-31	$4,776,790	9,212	+3.3%	Shares	Sole	2024-05-08
2023-12-31	$4,205,372	8,918	+0.5%	Shares	Sole	2024-02-08
2023-09-30	$3,865,658	8,878	-2.5%	Shares	Sole	2023-10-24
2023-06-30	$4,045,260	9,105	-2.3%	Shares	Sole	2023-07-28
2023-03-31	$4,287,268	9,324	-19.3%	Shares	Sole	2023-05-12
2022-12-31	$5,929,420	11,559	+0.3%	Shares	Sole	2023-02-13
2022-09-30	$5,232,390	11,519	+18.6%	Shares	Sole	2022-11-04
2022-06-30	$4,688,747	9,716	-1.1%	Shares	Sole	2022-08-04
2022-03-31	$4,823,780	9,820	+297.1%	Shares	Sole	2022-05-06
2021-12-31	$1,146,334	2,473	-6.8%	Shares	Sole	2022-02-11
2021-09-30	$989,411	2,654	+5.9%	Shares	Sole	2021-11-01
2021-06-30	$956,790	2,506	-21.2%	Shares	Sole	2021-08-12
2021-03-31	$1,142,178	3,182	+0.4%	Shares	Sole	2021-05-14
2020-12-31	$1,017,855	3,170	+54.6%	Shares	Sole	2021-02-11
2020-09-30	$550,609	2,050	-9.2%	Shares	Sole	2020-11-04
2020-06-30	$593,545	2,257	+6.0%	Shares	Sole	2020-08-06
2020-03-31	$483,595	2,130	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.