Summit Place Financial Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1801413 SUMMIT, NJ

Position in ELV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$203,033

-$7,783 QoQ

Shares Held

525

-3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,311

of 1,597 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Summit Place Financial Advisors, LLC holds $569,618 across 2 Healthcare Plans names. ELV ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	882	$366,585
2	ELV	Elevance Health, Inc. This page	525	$203,033

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,033	525	-3.1%	Shares	Sole	2026-07-29
2025-06-30	$210,816	542	0.0%	Shares	Sole	2025-07-24
2025-03-31	$235,748	542	0.0%	Shares	Sole	2025-04-28
2024-09-30	$281,840	542	+3.2%	Shares	Sole	2024-10-24
2024-06-30	$284,476	525	0.0%	Shares	Sole	2024-07-25
2024-03-31	$272,233	525	0.0%	Shares	Sole	2024-04-30
2023-12-31	$247,569	525	0.0%	Shares	Sole	2024-02-07
2023-09-30	$228,595	525	0.0%	Shares	Sole	2023-11-08
2023-06-30	$233,252	525	0.0%	Shares	Sole	2023-08-04
2023-03-31	$241,400	525	0.0%	Shares	Sole	2023-04-28
2022-12-31	$269,309	525	0.0%	Shares	Sole	2023-01-27
2022-09-30	$238,476	525	0.0%	Shares	Sole	2022-11-01
2022-06-30	$253,354	525	0.0%	Shares	Sole	2022-08-04
2022-03-31	$257,890	525	0.0%	Shares	Sole	2022-05-04
2021-12-31	$243,358	525	-7.9%	Shares	Sole	2022-01-25
2021-09-30	$212,496	570	-5.0%	Shares	Sole	2021-11-05
2021-06-30	$229,080	600	—	Shares	Sole	2021-07-23
No filing history on record for this holder in this stock.