Position in ELV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$295,848
+$71,895 QoQ
Shares Held
765
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,147
of 1,597 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 50%
Shared 1%
None 50%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Latitude Advisors, LLC holds $538,991 across 2 Healthcare Plans names. ELV ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
765 | $295,848 | |
| 2 | UNH |
Unitedhealth Group Inc
|
585 | $243,143 |
All Filings in ELV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,848 | 765 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $223,953 | 765 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $295,864 | 844 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $282,083 | 873 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $346,563 | 891 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $389,289 | 895 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $345,290 | 936 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $502,840 | 967 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $515,308 | 951 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $496,242 | 957 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $436,193 | 925 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $399,280 | 917 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $409,635 | 922 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $411,070 | 894 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $410,376 | 800 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $359,303 | 791 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $381,720 | 791 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,165,665 | 2,373 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $753,716 | 1,626 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $606,172 | 1,626 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $310,403 | 813 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $298,646 | 832 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $280,632 | 874 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||