Family Legacy, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1706016 GREENVILLE, SC

Position in ELV

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

Position Value

$2,875,337

+$702,254 QoQ

Shares Held

7,435

+0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#535

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Healthcare · as of Jun 30, 2026

Family Legacy, Inc. holds $9,187,814 across 4 Healthcare Plans names. ELV ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,439	$3,507,501
2	ELV	Elevance Health, Inc. This page	7,435	$2,875,337
3	CI	Cigna Group	6,656	$1,834,926
4	CVS	CVS HEALTH Corp	9,377	$970,050

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,875,337	7,435	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$2,173,083	7,423	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$2,607,741	7,439	+0.7%	Shares	Sole	2026-02-04
2025-09-30	$2,385,918	7,384	+3.1%	Shares	Sole	2025-11-13
2025-06-30	$2,784,564	7,159	+2.9%	Shares	Sole	2025-07-23
2025-03-31	$3,026,016	6,957	+1.8%	Shares	Sole	2025-04-23
2024-12-31	$2,519,955	6,831	+3.5%	Shares	Sole	2025-02-12
2024-09-30	$3,431,480	6,599	+2.0%	Shares	Sole	2024-10-15
2024-06-30	$3,506,917	6,472	-1.6%	Shares	Sole	2024-07-24
2024-03-31	$3,410,956	6,578	+0.2%	Shares	Sole	2024-04-24
2023-12-31	$3,097,206	6,568	+0.0%	Shares	Sole	2024-01-17
2023-09-30	$2,859,403	6,567	+0.9%	Shares	Sole	2023-10-13
2023-06-30	$2,892,327	6,510	-0.2%	Shares	Sole	2023-08-07
2023-03-31	$3,000,720	6,526	+3.2%	Shares	Sole	2023-05-15
2022-12-31	$3,242,996	6,322	+5.0%	Shares	Sole	2023-02-14
2022-09-30	$2,734,979	6,021	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$2,848,669	5,903	-0.6%	Shares	Sole	2022-07-22
2022-03-31	$2,915,881	5,936	+0.1%	Shares	Sole	2022-04-18
2021-12-31	$2,747,865	5,928	+2.5%	Shares	Sole	2022-01-18
2021-09-30	$2,156,275	5,784	+0.5%	Shares	Sole	2021-10-12
2021-06-30	$2,198,404	5,758	+2.1%	Shares	Sole	2021-07-28
2021-03-31	$2,024,836	5,641	+2.7%	Shares	Sole	2021-04-09
2020-12-31	$1,764,389	5,495	+3.1%	Shares	Sole	2021-02-08
2020-09-30	$1,431,316	5,329	+3.0%	Shares	Sole	2020-10-09
2020-06-30	$1,360,658	5,174	-0.6%	Shares	Sole	2020-07-20
2020-03-31	$1,181,516	5,204	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.