Kellett Wealth Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1910381 CINCINNATI, OH

Position in ELV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$254,081

+$28,678 QoQ

Shares Held

657

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,209

of 1,597 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Kellett Wealth Advisors, LLC holds $1,011,358 across 2 Healthcare Plans names. ELV ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	1,822	$757,277
2	ELV	Elevance Health, Inc. This page	657	$254,081

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,081	657	+2.2%	Shares	Sole	2026-07-23
2025-12-31	$225,403	643	0.0%	Shares	Sole	2026-01-23
2025-09-30	$207,766	643	0.0%	Shares	Sole	2025-10-21
2025-06-30	$250,101	643	0.0%	Shares	Sole	2025-07-25
2025-03-31	$279,679	643	0.0%	Shares	Sole	2025-04-23
2024-12-31	$237,202	643	0.0%	Shares	Sole	2025-02-05
2024-09-30	$334,360	643	+4.9%	Shares	Sole	2024-10-21
2024-06-30	$332,160	613	0.0%	Shares	Sole	2024-08-12
2024-03-31	$317,865	613	0.0%	Shares	Sole	2024-04-26
2023-12-31	$289,066	613	0.0%	Shares	Sole	2024-01-31
2023-09-30	$266,912	613	0.0%	Shares	Sole	2023-11-07
2023-06-30	$272,349	613	0.0%	Shares	Sole	2023-08-08
2023-03-31	$281,863	613	0.0%	Shares	Sole	2023-05-05
2022-12-31	$314,450	613	0.0%	Shares	Sole	2023-02-03
2022-09-30	$278,449	613	0.0%	Shares	Sole	2022-11-10
2022-06-30	$295,821	613	0.0%	Shares	Sole	2022-08-08
2022-03-31	$301,117	613	0.0%	Shares	Sole	2022-04-25
2021-12-31	$284,150	613	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.