HOWARD FINANCIAL SERVICES, LTD.

Position in ELV — Elevance Health, Inc.

CIK 1768130 DALLAS, TX

Position in ELV

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$245,960

+$29,671 QoQ

Shares Held

636

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,224

of 1,597 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

HOWARD FINANCIAL SERVICES, LTD. holds $858,010 across 3 Healthcare Plans names. ELV ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	983	$408,564
2	ELV	Elevance Health, Inc. This page	636	$245,960
3	CVS	CVS HEALTH Corp	1,967	$203,486

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,960	636	+3.1%	Shares	Sole	2026-07-07
2025-12-31	$216,289	617	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.