Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$804,785
+$203,184 QoQ
Shares Held
2,081
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#810
of 1,592 holders
Holding Since
Dec 2022
15 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, 2026Tranquilli Financial Advisor LLC holds $804,785 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
2,081 | $804,785 |
All Filings in ELV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,785 | 2,081 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $601,601 | 2,055 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $572,448 | 1,633 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $512,145 | 1,585 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $687,681 | 1,768 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $672,013 | 1,545 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $511,664 | 1,387 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $632,320 | 1,216 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $661,611 | 1,221 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $637,285 | 1,229 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $646,037 | 1,370 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $643,550 | 1,478 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $302,117 | 680 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $255,194 | 555 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $263,666 | 514 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||