Position in ELV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$244,800
+$16,943 QoQ
Shares Held
633
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,225
of 1,597 holders
Holding Since
Dec 2022
14 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, 2026KFG WEALTH MANAGEMENT, LLC holds $244,800 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
|
633 | $244,800 |
All Filings in ELV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,800 | 633 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $227,857 | 650 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $238,462 | 738 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $338,006 | 869 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $418,431 | 962 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $358,570 | 972 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $521,040 | 1,002 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $559,199 | 1,032 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $498,835 | 962 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $472,503 | 1,002 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $436,290 | 1,002 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $499,381 | 1,124 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $558,209 | 1,214 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $622,745 | 1,214 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||