CLIENT 1ST ADVISORY GROUP, LLC

Position in ELV — Elevance Health, Inc.

CIK 1802816 DUNEDIN, FL

Position in ELV

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$431,977

+$115,515 QoQ

Shares Held

1,117

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,013

of 1,597 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CLIENT 1ST ADVISORY GROUP, LLC holds $673,458 across 2 Healthcare Plans names. ELV ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ELV	Elevance Health, Inc. This page	1,117	$431,977
2	UNH	Unitedhealth Group Inc	581	$241,481

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$431,977	1,117	+3.3%	Shares	Sole	2026-07-13
2026-03-31	$316,462	1,081	-5.6%	Shares	Sole	2026-04-15
2025-12-31	$401,379	1,145	-2.6%	Shares	Sole	2026-01-12
2025-09-30	$379,989	1,176	+39.0%	Shares	Sole	2025-10-17
2025-06-30	$329,060	846	0.0%	Shares	Sole	2025-07-18
2025-03-31	$367,976	846	0.0%	Shares	Sole	2025-05-19
2024-12-31	$312,089	846	-0.5%	Shares	Sole	2025-01-16
2024-09-30	$442,000	850	-11.6%	Shares	Sole	2025-02-10
2024-06-30	$521,269	962	+8.9%	Shares	Sole	2024-08-08
2024-03-31	$457,870	883	+16.8%	Shares	Sole	2024-05-09
2023-12-31	$356,499	756	+21.9%	Shares	Sole	2024-02-13
2023-09-30	$269,960	620	0.0%	Shares	Sole	2023-11-14
2023-06-30	$275,459	620	-31.0%	Shares	Sole	2023-08-14
2023-03-31	$412,909	898	0.0%	Shares	Sole	2023-05-15
2022-12-31	$460,647	898	-0.6%	Shares	Sole	2023-02-13
2022-09-30	$410,178	903	+14.2%	Shares	Sole	2022-11-23
2022-06-30	$381,720	791	+3.3%	Shares	Sole	2022-08-12
2022-03-31	$376,274	766	+55.1%	Shares	Sole	2022-05-13
2021-12-31	$228,988	494	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.