RIDGECREST WEALTH PARTNERS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1860719 MILL VALLEY, CA

Position in ELV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$247,507

+$23,155 QoQ

Shares Held

640

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,219

of 1,597 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

RIDGECREST WEALTH PARTNERS, LLC holds $479,012 across 2 Healthcare Plans names. ELV ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ELV	Elevance Health, Inc. This page	640	$247,507
2	UNH	Unitedhealth Group Inc	557	$231,505

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,507	640	0.0%	Shares	Sole	2026-08-05
2025-12-31	$224,352	640	0.0%	Shares	Sole	2026-01-22
2025-09-30	$206,796	640	0.0%	Shares	Sole	2025-10-14
2025-06-30	$248,934	640	0.0%	Shares	Sole	2025-07-15
2025-03-31	$278,374	640	0.0%	Shares	Sole	2025-04-22
2024-12-31	$236,096	640	0.0%	Shares	Sole	2025-01-22
2024-09-30	$332,800	640	0.0%	Shares	Sole	2024-11-04
2024-06-30	$346,790	640	0.0%	Shares	Sole	2024-08-05
2024-03-31	$331,865	640	-16.3%	Shares	Sole	2024-04-17
2023-12-31	$360,743	765	0.0%	Shares	Sole	2024-01-09
2023-09-30	$333,096	765	0.0%	Shares	Sole	2023-10-25
2023-06-30	$339,881	765	0.0%	Shares	Sole	2023-07-31
2023-03-31	$351,754	765	0.0%	Shares	Sole	2023-04-24
2022-12-31	$392,422	765	0.0%	Shares	Sole	2023-01-26
2022-09-30	$347,493	765	0.0%	Shares	Sole	2022-10-20
2022-06-30	$369,173	765	0.0%	Shares	Sole	2022-07-29
2022-03-31	$375,783	765	0.0%	Shares	Sole	2022-04-26
2021-12-31	$354,608	765	0.0%	Shares	Sole	2022-01-19
2021-09-30	$285,192	765	0.0%	Shares	Sole	2021-11-03
2021-06-30	$292,077	765	+19.5%	Shares	Sole	2021-07-21
2021-03-31	$229,728	640	—	Shares	Sole	2021-05-19
No filing history on record for this holder in this stock.