Position in ELV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$218,889
+$38,265 QoQ
Shares Held
566
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,286
of 1,605 holders
Holding Since
Dec 2021
17 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, 2026Rise Advisors, LLC holds $485,307 across 2 Healthcare Plans names. ELV ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
641 | $266,418 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
566 | $218,889 |
All Filings in ELV
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,889 | 566 | Shares | Sole | 2026-07-10 | |
| 2025-09-30 | $180,624 | 559 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $217,039 | 558 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $238,358 | 548 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $46,481 | 126 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $65,000 | 125 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $67,732 | 125 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $64,298 | 124 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $3,300 | 7 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,047 | 7 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,110 | 7 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,218 | 7 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $3,590 | 7 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $3,179 | 7 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $3,378 | 7 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,438 | 7 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,244 | 7 | Shares | Sole | 2022-02-24 | |
| No filing history on record for this holder in this stock. | ||||||