CBIZ Investment Advisory Services, LLC
Position in ELV — Elevance Health, Inc.
CIK 1795934
INDEPENDENCE, OH
Position in ELV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,546
+$375 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,574
of 1,597 holders
Holding Since
Dec 2024
7 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, 2026CBIZ Investment Advisory Services, LLC holds $47,441 across 3 Healthcare Plans names. ELV ranks #2 (3.3% of the industry book) .
All Filings in ELV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,546 | 4 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,171 | 4 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $29,796 | 85 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $23,910 | 74 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $35,006 | 90 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,089 | 14 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $1,844 | 5 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||