Position in ELV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,366,703
+$342,957 QoQ
Shares Held
3,534
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#684
of 1,597 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $4,571,633 across 6 Healthcare Plans names. ELV ranks #2 (29.9% of the industry book) .
All Filings in ELV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,366,703 | 3,534 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,023,746 | 3,497 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,337,698 | 3,816 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $800,045 | 2,476 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $884,106 | 2,273 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $364,061 | 837 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $280,732 | 761 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $690,040 | 1,327 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $702,250 | 1,296 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $791,292 | 1,526 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $705,453 | 1,496 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $467,205 | 1,073 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $210,149 | 473 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $332,442 | 723 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $334,456 | 652 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $244,835 | 539 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $252,389 | 523 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $255,434 | 520 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $248,920 | 537 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||