JEPPSON WEALTH MANAGEMENT, LLC
Position in ELV — Elevance Health, Inc.
CIK 1831263
MANHATTAN BEACH, CA
Position in ELV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$202,646
+$201,304 QoQ
Shares Held
524
+10380.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,308
of 1,592 holders
Holding Since
Sep 2020
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $871,244 across 3 Healthcare Plans names. ELV ranks #3 (23.3% of the industry book) .
All Filings in ELV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,646 | 524 | Shares | Sole | 2026-08-04 | |
| 2020-09-30 | $1,342 | 5 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||