Cypress Wealth Services, LLC

Position in ELV — Elevance Health, Inc.

CIK 1721527 PALM DESERT, CA

Position in ELV

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$693,020

+$129,184 QoQ

Shares Held

1,792

-7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#861

of 1,597 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $1,439,106 across 3 Healthcare Plans names. ELV ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	1,792	$693,020
2	UNH	Unitedhealth Group Inc	1,077	$447,633
3	CVS	CVS HEALTH Corp	2,885	$298,453

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,020	1,792	-7.0%	Shares	Sole	2026-07-13
2026-03-31	$563,836	1,926	+98.1%	Shares	Sole	2026-04-15
2025-09-30	$314,072	972	+4.4%	Shares	Sole	2025-10-15
2025-06-30	$362,121	931	-3.9%	Shares	Sole	2025-07-28
2025-03-31	$421,476	969	+21.7%	Shares	Sole	2025-04-10
2024-12-31	$293,644	796	+17.2%	Shares	Sole	2025-01-15
2024-09-30	$353,080	679	+3.5%	Shares	Sole	2024-10-09
2024-06-30	$355,460	656	+10.8%	Shares	Sole	2024-07-12
2024-03-31	$306,975	592	+3.9%	Shares	Sole	2024-04-16
2023-12-31	$268,789	570	+5.8%	Shares	Sole	2024-01-11
2023-09-30	$234,691	539	+21.4%	Shares	Sole	2023-10-13
2022-06-30	$214,265	444	+1.6%	Shares	Sole	2022-07-27
2022-03-31	$214,663	437	—	Shares	Sole	2022-04-22
No filing history on record for this holder in this stock.