Summit Financial, LLC

Position in ELV — Elevance Health, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in ELV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,970,776

+$527,226 QoQ

Shares Held

5,096

+3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#591

of 1,597 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial, LLC holds $20,306,549 across 5 Healthcare Plans names. ELV ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	27,417	$11,395,327
2	CVS	CVS HEALTH Corp	32,608	$3,373,297
3	CI	Cigna Group	10,011	$2,759,832
4	ELV	Elevance Health, Inc. This page	5,096	$1,970,776
5	CNC	Centene Corp	12,577	$807,317

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,970,776	5,096	+3.3%	Shares	Sole	2026-08-12
2026-03-31	$1,443,550	4,931	+43.9%	Shares	Sole	2026-05-15
2025-12-31	$1,201,334	3,427	+21.2%	Shares	Sole	2026-02-13
2025-09-30	$913,783	2,828	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.