Position in ELV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,027
-$24,247 QoQ
Shares Held
13
-87.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,521
of 1,592 holders
Holding Since
Dec 2020
14 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, 2026Ascentis Independent Advisors holds $18,390 across 3 Healthcare Plans names. ELV ranks #2 (27.3% of the industry book) .
All Filings in ELV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,027 | 13 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $29,274 | 100 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $379,996 | 1,084 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $864,669 | 2,676 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $476,864 | 1,226 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $442,789 | 1,018 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $382,918 | 1,038 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,165,840 | 2,242 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,503,661 | 2,775 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $1,576,896 | 3,344 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,465,188 | 3,365 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,430,169 | 3,219 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,298,043 | 2,823 | Shares | Sole | 2023-06-01 | |
| 2020-12-31 | $303,430 | 945 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||