Position in ELV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$411,480
+$99,994 QoQ
Shares Held
1,064
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,031
of 1,592 holders
Holding Since
Dec 2023
11 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, 2026Whalen Wealth Management Inc. holds $2,581,696 across 3 Healthcare Plans names. ELV ranks #2 (15.9% of the industry book) .
All Filings in ELV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,480 | 1,064 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $311,486 | 1,064 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $372,985 | 1,064 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $343,799 | 1,064 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,407,257 | 3,618 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $462,797 | 1,064 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $392,509 | 1,064 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $553,280 | 1,064 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $576,539 | 1,064 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $551,726 | 1,064 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $501,739 | 1,064 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||