Position in ELV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$619,541
+$179,538 QoQ
Shares Held
1,602
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#893
of 1,597 holders
Holding Since
Dec 2024
5 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, 2026Avantra Family Wealth, Inc. holds $3,352,207 across 3 Healthcare Plans names. ELV ranks #3 (18.5% of the industry book) .
All Filings in ELV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,541 | 1,602 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $440,003 | 1,503 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $530,930 | 1,365 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $674,188 | 1,550 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $558,514 | 1,514 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||