Position in ELV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$40,219
+$9,773 QoQ
Shares Held
104
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,422
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, 2026IAG Wealth Partners, LLC holds $90,925 across 2 Healthcare Plans names. ELV ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
122 | $50,706 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
104 | $40,219 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,219 | 104 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $30,446 | 104 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $36,457 | 104 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,604 | 104 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $40,451 | 104 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $45,235 | 104 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $38,365 | 104 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $54,080 | 104 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $56,353 | 104 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $53,928 | 104 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $61,302 | 130 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $45,283 | 104 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $68,420 | 154 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $70,810 | 154 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $53,348 | 104 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $47,240 | 104 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $50,188 | 104 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $51,086 | 104 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $48,208 | 104 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $38,771 | 104 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $39,707 | 104 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $37,330 | 104 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $33,393 | 104 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $27,933 | 104 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $27,349 | 104 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $23,612 | 104 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||