Souders Financial Advisors

Position in ELV — Elevance Health, Inc.

CIK 1811240 CINCINNATI, OH

Position in ELV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$819,867

+$227,341 QoQ

Shares Held

2,120

+4.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#809

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Souders Financial Advisors holds $3,079,707 across 3 Healthcare Plans names. ELV ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,057	$1,686,210
2	ELV	Elevance Health, Inc. This page	2,120	$819,867
3	CVS	CVS HEALTH Corp	5,545	$573,630

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$819,867	2,120	+4.7%	Shares	Sole	2026-08-05
2026-03-31	$592,526	2,024	-2.7%	Shares	Sole	2026-05-04
2025-12-31	$729,144	2,080	-5.2%	Shares	Sole	2026-02-02
2025-09-30	$709,248	2,195	-13.4%	Shares	Sole	2025-11-04
2025-06-30	$985,624	2,534	-19.2%	Shares	Sole	2025-08-06
2025-03-31	$1,364,904	3,138	+6.6%	Shares	Sole	2025-05-05
2024-12-31	$1,086,041	2,944	-10.6%	Shares	Sole	2025-02-06
2024-09-30	$1,712,360	3,293	-0.0%	Shares	Sole	2024-11-05
2024-06-30	$1,784,886	3,294	+42.0%	Shares	Sole	2024-08-28
2024-03-31	$1,202,494	2,319	-1.9%	Shares	Sole	2024-05-08
2023-12-31	$1,114,767	2,364	+0.2%	Shares	Sole	2024-01-24
2023-09-30	$1,027,591	2,360	-3.2%	Shares	Sole	2023-11-06
2023-06-30	$1,083,179	2,438	+1.2%	Shares	Sole	2023-08-09
2023-03-31	$1,107,682	2,409	+0.8%	Shares	Sole	2023-05-09
2022-12-31	$1,226,511	2,391	+0.6%	Shares	Sole	2023-02-13
2022-09-30	$1,079,274	2,376	+5.4%	Shares	Sole	2022-11-10
2022-06-30	$1,087,735	2,254	+0.1%	Shares	Sole	2022-08-05
2022-03-31	$1,105,736	2,251	+1.1%	Shares	Sole	2022-05-04
2021-12-31	$1,032,303	2,227	+0.0%	Shares	Sole	2022-02-04
2021-09-30	$829,852	2,226	-18.9%	Shares	Sole	2021-11-03
2021-06-30	$1,048,041	2,745	-1.2%	Shares	Sole	2021-08-09
2021-03-31	$996,804	2,777	+0.9%	Shares	Sole	2021-05-13
2020-12-31	$883,318	2,751	+0.1%	Shares	Sole	2021-02-09
2020-09-30	$738,085	2,748	-28.0%	Shares	Sole	2020-11-12
2020-06-30	$1,004,057	3,818	0.0%	Shares	Sole	2020-08-11
2020-03-31	$866,838	3,818	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.