Burns Matteson Capital Management, LLC
Position in ELV — Elevance Health, Inc.
CIK 1894164
CORNING, NY
Position in ELV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$690,313
+$202,006 QoQ
Shares Held
1,785
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#862
of 1,597 holders
Holding Since
Jun 2021
10 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, 2026Burns Matteson Capital Management, LLC holds $4,751,923 across 6 Healthcare Plans names. ELV ranks #5 (14.5% of the industry book) .
All Filings in ELV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,313 | 1,785 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $488,307 | 1,668 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $586,119 | 1,672 | Shares | Sole | 2026-01-15 | |
| 2024-06-30 | $349,499 | 645 | Shares | Sole | 2024-07-09 | |
| 2023-09-30 | $564,304 | 1,296 | Shares | Sole | 2024-01-12 | |
| 2023-03-31 | $537,058 | 1,168 | Shares | Sole | 2023-12-12 | |
| 2022-12-31 | $601,713 | 1,173 | Shares | Sole | 2023-12-12 | |
| 2022-06-30 | $737,864 | 1,529 | Shares | Sole | 2023-12-12 | |
| 2021-12-31 | $743,981 | 1,605 | Shares | Sole | 2023-12-12 | |
| 2021-06-30 | $357,746 | 937 | Shares | Sole | 2023-12-12 | |
| No filing history on record for this holder in this stock. | ||||||