Position in ELV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$906,107
+$415,459 QoQ
Shares Held
2,343
+39.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#789
of 1,597 holders
Holding Since
Mar 2022
18 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, 2026CreativeOne Wealth, LLC holds $10,316,432 across 4 Healthcare Plans names. ELV ranks #3 (8.8% of the industry book) .
All Filings in ELV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,107 | 2,343 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $490,648 | 1,676 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $612,410 | 1,747 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $506,975 | 1,569 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $584,606 | 1,503 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $577,626 | 1,328 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $460,756 | 1,249 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $567,840 | 1,092 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $669,738 | 1,236 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $576,616 | 1,112 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $370,646 | 786 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $218,145 | 501 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $264,352 | 595 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $958,243 | 2,084 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,137,766 | 2,218 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,005,687 | 2,214 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $286,169 | 593 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $234,311 | 477 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||