Leonard Rickey Investment Advisors P.L.L.C.
Position in ELV — Elevance Health, Inc.
CIK 1731447
YAKIMA, WA
Position in ELV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$570,040
+$141,747 QoQ
Shares Held
1,474
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#931
of 1,597 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Leonard Rickey Investment Advisors P.L.L.C. holds $570,040 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
1,474 | $570,040 |
All Filings in ELV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,040 | 1,474 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $428,293 | 1,463 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $502,338 | 1,433 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $439,120 | 1,359 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $492,812 | 1,267 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $515,427 | 1,185 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $391,402 | 1,061 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $533,520 | 1,026 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $549,987 | 1,015 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $443,351 | 855 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $364,044 | 772 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $333,096 | 765 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||