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Avion Wealth

Position in ELV — Elevance Health, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in ELV

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$20,109
+$20,104 QoQ
Shares Held
52
+173.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,462
of 1,597 holders
Holding Since
Dec 2020
23 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, 2026

Avion Wealth holds $459,291 across 7 Healthcare Plans names. ELV ranks #3 (4.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 ELV
Elevance Health, Inc.
This page
52 $20,109

All Filings in ELV

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,109 52
2026-03-31 $5 19
2025-12-31 $13,671 39
2025-09-30 $12,601 39
2025-06-30 $17,114 44
2025-03-31 $7 20
2024-12-31 $7,378 20
2024-09-30 $16,120 31
2024-06-30 $15,713 29
2024-03-31 $13,482 26
2023-12-31 $8,016 17
2023-09-30 $440 14
2023-06-30 $448 12
2023-03-31 $2 5
2022-12-31 $1 3
2022-09-30 $1,362 3
2022-06-30 $1,447 3
2022-03-31 $1,473 3
2021-12-31 $1,390 3
2021-09-30 $1,118 3
2021-06-30 $1,145 3
2021-03-31 $1,076 3
2020-12-31 $963 3