Bogart Wealth, LLC

Position in ELV — Elevance Health, Inc.

CIK 1715740 MCLEAN, VA

Position in ELV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$46,794

+$13,714 QoQ

Shares Held

121

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,406

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Bogart Wealth, LLC holds $483,119 across 7 Healthcare Plans names. ELV ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	703	$292,187
2	CVS	CVS HEALTH Corp	890	$92,070
3	ELV	Elevance Health, Inc. This page	121	$46,794
4	HUM	Humana Inc	73	$28,997
5	CI	Cigna Group	50	$13,784
6	CNC	Centene Corp	134	$8,601
7	MOH	Molina Healthcare, Inc.	3	$686

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,794	121	+7.1%	Shares	Sole	2026-07-24
2026-03-31	$33,080	113	+3.7%	Shares	Sole	2026-04-28
2025-12-31	$38,209	109	+3.8%	Shares	Sole	2026-01-30
2025-09-30	$33,927	105	+7.1%	Shares	Sole	2025-10-27
2025-06-30	$38,118	98	-3.9%	Shares	Sole	2025-07-30
2025-03-31	$44,365	102	+5.2%	Shares	Sole	2025-05-02
2024-12-31	$35,783	97	0.0%	Shares	Sole	2025-01-30
2024-09-30	$50,440	97	-2.0%	Shares	Sole	2024-10-23
2024-06-30	$53,644	99	0.0%	Shares	Sole	2024-07-31
2024-03-31	$51,335	99	+241.4%	Shares	Sole	2024-04-25
2023-12-31	$13,675	29	0.0%	Shares	Sole	2024-02-07
2023-09-30	$12,627	29	0.0%	Shares	Sole	2023-10-30
2023-06-30	$12,884	29	0.0%	Shares	Sole	2023-07-31
2023-03-31	$13,334	29	-44.2%	Shares	Sole	2023-04-21
2022-12-31	$26,674	52	+79.3%	Shares	Sole	2023-02-06
2022-09-30	$13,172	29	0.0%	Shares	Sole	2022-11-03
2022-06-30	$13,994	29	0.0%	Shares	Sole	2022-07-22
2022-03-31	$14,245	29	0.0%	Shares	Sole	2022-04-22
2021-12-31	$13,442	29	0.0%	Shares	Sole	2022-01-19
2021-09-30	$10,811	29	0.0%	Shares	Sole	2021-10-15
2021-06-30	$11,072	29	-19.4%	Shares	Sole	2021-08-06
2021-03-31	$12,922	36	+28.6%	Shares	Sole	2021-04-16
2020-12-31	$8,990	28	0.0%	Shares	Sole	2021-01-14
2020-09-30	$7,520	28	0.0%	Shares	Sole	2020-10-06
2020-06-30	$7,363	28	-9.7%	Shares	Sole	2020-07-08
2020-03-31	$7,038	31	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.