Accurate Wealth Management, LLC
Position in ELV — Elevance Health, Inc.
CIK 1877728
WESLEY CHAPEL, FL
Position in ELV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,061,573
+$827,666 QoQ
Shares Held
2,745
+243.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#742
of 1,597 holders
Holding Since
Dec 2022
13 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, 2026Accurate Wealth Management, LLC holds $4,699,856 across 5 Healthcare Plans names. ELV ranks #2 (22.6% of the industry book) .
All Filings in ELV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,573 | 2,745 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $233,907 | 799 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $269,222 | 768 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $235,554 | 729 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $274,994 | 707 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $293,163 | 674 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $236,464 | 641 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,782,000 | 5,350 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,062,050 | 5,651 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,724,409 | 5,254 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,143,240 | 4,545 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,045,603 | 4,698 | Shares | Sole | 2023-10-23 | |
| 2022-12-31 | $36,933 | 72 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||