FORTRESS PRIVATE LEDGER, LLC

Position in ELV — Elevance Health, Inc.

CIK 1718251 RALEIGH, NC

Position in ELV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$701,141

+$216,347 QoQ

Shares Held

1,813

+9.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#857

of 1,597 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

FORTRESS PRIVATE LEDGER, LLC holds $2,025,616 across 3 Healthcare Plans names. ELV ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,932	$1,218,627
2	ELV	Elevance Health, Inc. This page	1,813	$701,141
3	CLOV	Clover Health Investments, Corp. /De	20,200	$105,848

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$701,141	1,813	+9.5%	Shares	Sole	2026-08-07
2026-03-31	$484,794	1,656	+7.0%	Shares	Sole	2026-05-13
2025-12-31	$542,300	1,547	-16.1%	Shares	Sole	2026-02-12
2025-09-30	$595,833	1,844	+26.0%	Shares	Sole	2025-11-12
2025-06-30	$569,048	1,463	+56.8%	Shares	Sole	2025-08-14
2025-03-31	$405,817	933	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.