Golden State Wealth Management, LLC
Position in ELV — Elevance Health, Inc.
CIK 1776033
SANTA ANA, CA
Position in ELV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$63,036
+$16,782 QoQ
Shares Held
163
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,387
of 1,597 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,109,199 across 5 Healthcare Plans names. ELV ranks #4 (5.7% of the industry book) .
All Filings in ELV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,036 | 163 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $46,254 | 158 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $58,541 | 167 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $61,069 | 189 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $75,069 | 193 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $85,687 | 197 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $74,517 | 202 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $59,257 | 261 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||