Octavia Wealth Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1841259 CINCINNATI, OH

Position in ELV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$912,682

+$61,365 QoQ

Shares Held

2,360

-18.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#787

of 1,597 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $1,939,970 across 3 Healthcare Plans names. ELV ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	2,360	$912,682
2	UNH	Unitedhealth Group Inc	1,317	$547,384
3	CVS	CVS HEALTH Corp	4,639	$479,904

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$912,682	2,360	-18.8%	Shares	Sole	2026-07-14
2026-03-31	$851,317	2,908	+32.1%	Shares	Sole	2026-04-10
2025-12-31	$771,911	2,202	+16.1%	Shares	Sole	2026-01-23
2025-09-30	$612,635	1,896	+95.7%	Shares	Sole	2025-10-28
2025-06-30	$376,902	969	-7.7%	Shares	Sole	2025-07-16
2025-03-31	$456,708	1,050	+55.3%	Shares	Sole	2025-04-14
2023-09-30	$294,343	676	+35.2%	Shares	Sole	2023-10-30
2023-06-30	$222,145	500	-12.7%	Shares	Sole	2023-07-18
2023-03-31	$263,471	573	-0.2%	Shares	Sole	2023-04-20
2022-12-31	$294,444	574	-2.0%	Shares	Sole	2023-01-19
2022-09-30	$266,184	586	0.0%	Shares	Sole	2022-10-17
2022-06-30	$282,791	586	+4.1%	Shares	Sole	2022-07-18
2022-03-31	$276,556	563	+0.9%	Shares	Sole	2022-04-20
2021-12-31	$258,655	558	-0.4%	Shares	Sole	2022-01-28
2021-09-30	$208,768	560	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.