Position in ELV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$809,038
+$214,464 QoQ
Shares Held
2,092
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#811
of 1,597 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Keystone Financial Services holds $1,012,764 across 2 Healthcare Plans names. ELV ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
2,092 | $809,038 | |
| 2 | CI |
Cigna Group
|
739 | $203,726 |
All Filings in ELV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,038 | 2,092 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $594,574 | 2,031 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $571,746 | 1,631 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $624,590 | 1,933 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $676,400 | 1,739 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $643,304 | 1,479 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $529,740 | 1,436 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $729,560 | 1,403 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $694,121 | 1,281 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $582,837 | 1,124 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $534,748 | 1,134 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $485,927 | 1,116 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||