Position in ELV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$673,296
+$174,450 QoQ
Shares Held
1,741
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#870
of 1,597 holders
Holding Since
Dec 2022
15 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, 2026BROGAN FINANCIAL, INC. holds $673,296 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
|
1,741 | $673,296 |
All Filings in ELV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,296 | 1,741 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $498,846 | 1,704 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $593,831 | 1,694 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $544,780 | 1,686 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $652,285 | 1,677 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $726,383 | 1,670 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $613,480 | 1,663 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $861,120 | 1,656 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $894,069 | 1,650 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $852,998 | 1,645 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $773,358 | 1,640 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $711,911 | 1,635 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $726,414 | 1,635 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $751,789 | 1,635 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $838,705 | 1,635 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||