Pinnacle Wealth Planning Services, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1726752 MANSFIELD, OH

Position in ELV

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

Position Value

$312,091

+$88,723 QoQ

Shares Held

807

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,121

of 1,592 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $3,243,497 across 10 Healthcare Plans names. ELV ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,423	$1,838,331
2	CI	Cigna Group	1,307	$360,313
3	ELV	Elevance Health, Inc. This page	807	$312,091
4	MOH	Molina Healthcare, Inc.	1,181	$270,094
5	CVS	CVS HEALTH Corp	2,316	$239,590
6	ALHC	Alignment Healthcare, Inc.	4,314	$102,716
7	HUM	Humana Inc	124	$49,255
8	PGNY	Progyny, Inc.	1,191	$34,336

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,091	807	+5.8%	Shares	Sole	2026-08-07
2026-03-31	$223,368	763	-4.3%	Shares	Sole	2026-05-11
2025-12-31	$279,388	797	-1.5%	Shares	Sole	2026-02-13
2025-09-30	$261,404	809	-12.1%	Shares	Sole	2025-11-13
2025-06-30	$357,843	920	+23.0%	Shares	Sole	2025-08-11
2025-03-31	$325,350	748	+5.9%	Shares	Sole	2025-05-15
2024-12-31	$260,443	706	-32.7%	Shares	Sole	2025-02-27
2024-09-30	$545,480	1,049	0.0%	Shares	Sole	2024-11-13
2024-06-30	$568,411	1,049	-0.1%	Shares	Sole	2024-08-09
2024-03-31	$544,467	1,050	+0.2%	Shares	Sole	2024-05-10
2023-12-31	$494,194	1,048	-0.6%	Shares	Sole	2024-02-08
2023-09-30	$458,932	1,054	-2.9%	Shares	Sole	2023-11-08
2023-06-30	$482,498	1,086	-21.7%	Shares	Sole	2023-08-07
2023-03-31	$637,756	1,387	+0.3%	Shares	Sole	2023-05-03
2022-12-31	$709,436	1,383	+7.5%	Shares	Sole	2023-02-13
2022-09-30	$584,606	1,287	0.0%	Shares	Sole	2022-11-09
2022-06-30	$621,080	1,287	-2.7%	Shares	Sole	2022-08-03
2022-03-31	$649,884	1,323	0.0%	Shares	Sole	2022-04-20
2021-12-31	$613,262	1,323	+14.6%	Shares	Sole	2022-01-21
2021-09-30	$430,211	1,154	-2.8%	Shares	Sole	2021-10-29
2021-06-30	$453,196	1,187	+0.8%	Shares	Sole	2021-08-02
2021-03-31	$422,842	1,178	+14.8%	Shares	Sole	2021-04-29
2020-12-31	$329,437	1,026	+2.2%	Shares	Sole	2021-02-12
2020-09-30	$269,663	1,004	+29.0%	Shares	Sole	2020-11-03
2020-06-30	$204,597	778	-47.0%	Shares	Sole	2020-07-27
2020-03-31	$333,521	1,469	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.