Position in ELV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$268,777
+$65,316 QoQ
Shares Held
695
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,181
of 1,597 holders
Holding Since
Sep 2020
24 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, 2026Adams Wealth Management holds $268,777 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
695 | $268,777 |
All Filings in ELV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,777 | 695 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $203,461 | 695 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $350,900 | 1,001 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $323,443 | 1,001 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $389,348 | 1,001 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $435,394 | 1,001 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $292,906 | 794 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $481,520 | 926 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $518,018 | 956 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $360,385 | 695 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $327,734 | 695 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $302,616 | 695 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $308,781 | 695 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $319,567 | 695 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $356,514 | 695 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $318,422 | 701 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $338,288 | 701 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $346,801 | 706 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $327,259 | 706 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $263,196 | 706 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $269,550 | 706 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $253,418 | 706 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $226,689 | 706 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $189,624 | 706 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||