MBM WEALTH CONSULTANTS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1762068 CHESTERFIELD, MO

Position in ELV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$220,822

+$53,662 QoQ

Shares Held

571

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,275

of 1,597 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MBM WEALTH CONSULTANTS, LLC holds $4,304,992 across 4 Healthcare Plans names. ELV ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,820	$2,003,336
2	CI	Cigna Group	6,683	$1,842,369
3	CNC	Centene Corp	3,715	$238,465
4	ELV	Elevance Health, Inc. This page	571	$220,822

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,822	571	0.0%	Shares	Sole	2026-07-24
2026-03-31	$167,160	571	0.0%	Shares	Sole	2026-04-20
2025-12-31	$200,164	571	-10.9%	Shares	Sole	2026-01-26
2025-09-30	$207,119	641	-1.2%	Shares	Sole	2025-10-31
2025-06-30	$252,435	649	0.0%	Shares	Sole	2025-08-13
2025-03-31	$282,289	649	-15.8%	Shares	Sole	2025-04-28
2024-12-31	$284,421	771	0.0%	Shares	Sole	2025-01-17
2024-09-30	$400,920	771	+1.0%	Shares	Sole	2024-10-07
2024-06-30	$413,439	763	0.0%	Shares	Sole	2024-07-30
2024-03-31	$395,646	763	+5.4%	Shares	Sole	2024-04-18
2023-12-31	$341,409	724	0.0%	Shares	Sole	2024-01-30
2023-09-30	$315,244	724	+109.9%	Shares	Sole	2023-10-19
2023-03-31	$127	345	0.0%	Shares	Sole	2023-05-31
2022-12-31	$176,974	345	+25.0%	Shares	Sole	2023-02-15
2022-09-30	$125,370	276	0.0%	Shares	Sole	2022-10-24
2022-06-30	$133,192	276	0.0%	Shares	Sole	2022-08-15
2022-03-31	$135,576	276	0.0%	Shares	Sole	2022-05-16
2021-12-31	$127,937	276	0.0%	Shares	Sole	2022-02-15
2021-09-30	$102,892	276	0.0%	Shares	Sole	2021-11-16
2021-06-30	$105,376	276	+16.0%	Shares	Sole	2021-08-13
2020-12-31	$76,419	238	0.0%	Shares	Sole	2021-02-09
2020-09-30	$63,924	238	0.0%	Shares	Sole	2020-11-12
2020-06-30	$62,589	238	0.0%	Shares	Sole	2020-08-07
2020-03-31	$54,035	238	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.