WEALTH ALLIANCE, LLC

Position in ELV — Elevance Health, Inc.

CIK 1793904 MELLVILLE, NY

Position in ELV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$570,040

+$74,122 QoQ

Shares Held

1,474

-13.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#930

of 1,597 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $3,596,278 across 4 Healthcare Plans names. ELV ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,490	$1,866,178
2	CVS	CVS HEALTH Corp	7,379	$763,357
3	ELV	Elevance Health, Inc. This page	1,474	$570,040
4	CI	Cigna Group	1,439	$396,703

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$570,040	1,474	-13.0%	Shares	Defined	2026-08-11
2026-03-31	$495,918	1,694	+2.4%	Shares	Defined	2026-05-14
2025-12-31	$580,160	1,655	+4.0%	Shares	Defined	2026-02-13
2025-09-30	$514,407	1,592	-0.3%	Shares	Defined	2025-11-07
2025-06-30	$620,780	1,596	+33.6%	Shares	Defined	2025-08-08
2025-03-31	$519,777	1,195	+5.0%	Shares	Defined	2025-05-05
2024-12-31	$419,808	1,138	-15.7%	Shares	Defined	2025-02-03
2024-09-30	$702,000	1,350	+2.7%	Shares	Defined	2024-11-04
2024-06-30	$712,004	1,314	-0.8%	Shares	Defined	2024-08-09
2024-03-31	$686,546	1,324	-1.0%	Shares	Defined	2024-05-10
2023-12-31	$630,475	1,337	-0.4%	Shares	Defined	2024-01-30
2023-09-30	$584,769	1,343	-4.8%	Shares	Defined	2023-11-09
2023-06-30	$626,448	1,410	+0.9%	Shares	Defined	2023-08-02
2023-03-31	$642,354	1,397	+5.6%	Shares	Defined	2023-05-11
2022-12-31	$678,658	1,323	-7.5%	Shares	Defined	2023-02-13
2022-09-30	$649,562	1,430	-5.6%	Shares	Defined	2022-11-14
2022-06-30	$731,108	1,515	-5.0%	Shares	Defined	2022-10-11
2022-03-31	$783,495	1,595	-3.5%	Shares	Defined	2022-05-10
2021-12-31	$765,767	1,652	+1.8%	Shares	Defined	2022-02-14
2021-09-30	$604,681	1,622	-0.2%	Shares	Defined	2021-11-12
2021-06-30	$620,425	1,625	-0.4%	Shares	Defined	2021-08-16
2021-03-31	$585,806	1,632	-14.5%	Shares	Defined	2021-05-18
2020-12-31	$612,960	1,909	+2.7%	Shares	Defined	2021-02-11
2020-09-30	$499,040	1,858	+0.3%	Shares	Defined	2020-12-01
2020-06-30	$487,301	1,853	—	Shares	Defined	2020-08-14
No filing history on record for this holder in this stock.