Position in ELV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$246,733
+$23,433 QoQ
Shares Held
638
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,221
of 1,597 holders
Holding Since
Sep 2025
3 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, 2026Elm Partners Management LLC holds $246,733 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
|
638 | $246,733 |
All Filings in ELV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,733 | 638 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $223,300 | 637 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $205,827 | 637 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||