Position in ELV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$428,110
+$105,500 QoQ
Shares Held
1,107
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,015
of 1,597 holders
Holding Since
Dec 2021
16 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, 2026WILLNER & HELLER, LLC holds $1,111,245 across 2 Healthcare Plans names. ELV ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
2,478 | $683,135 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
1,107 | $428,110 |
All Filings in ELV
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,110 | 1,107 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $322,610 | 1,102 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $384,202 | 1,096 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $352,200 | 1,090 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $738,635 | 1,899 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $846,432 | 1,946 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $771,738 | 2,092 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,038,440 | 1,997 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,078,843 | 1,991 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,029,301 | 1,985 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $961,510 | 2,039 | Shares | Sole | 2024-03-06 | |
| 2022-12-31 | $1,072,107 | 2,090 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $972,073 | 2,140 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,024,517 | 2,123 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,019,772 | 2,076 | Shares | Sole | 2022-07-05 | |
| 2021-12-31 | $959,991 | 2,071 | Shares | Sole | 2022-06-06 | |
| No filing history on record for this holder in this stock. | ||||||