Perennial Investment Advisors, LLC
Position in ELV — Elevance Health, Inc.
CIK 1801523
Los Angeles, CA
Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$576,614
+$41,467 QoQ
Shares Held
1,491
-18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#925
of 1,597 holders
Holding Since
Mar 2025
6 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, 2026Perennial Investment Advisors, LLC holds $2,310,480 across 4 Healthcare Plans names. ELV ranks #2 (25.0% of the industry book) .
All Filings in ELV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,614 | 1,491 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $535,147 | 1,828 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $682,170 | 1,946 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $631,053 | 1,953 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $250,490 | 644 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $203,126 | 467 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||