Center for Financial Planning, Inc.
Position in ELV — Elevance Health, Inc.
CIK 1803557
SOUTHFIED, MI
Position in ELV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$134,968
+$32,799 QoQ
Shares Held
349
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,334
of 1,597 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $580,201 across 5 Healthcare Plans names. ELV ranks #3 (23.3% of the industry book) .
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,968 | 349 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $102,169 | 349 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $122,341 | 349 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $121,170 | 375 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $145,860 | 375 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $163,110 | 375 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $138,337 | 375 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $195,000 | 375 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $203,197 | 375 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $194,452 | 375 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $164,574 | 349 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $151,961 | 349 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $155,057 | 349 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $160,473 | 349 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $179,026 | 349 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $158,529 | 349 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $168,420 | 349 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $171,435 | 349 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $161,775 | 349 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $130,107 | 349 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $133,248 | 349 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $125,273 | 349 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $112,060 | 349 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $93,737 | 349 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $98,091 | 373 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $84,685 | 373 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||