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Lodestone Wealth Management LLC

Position in ELV — Elevance Health, Inc.

CIK 1950158 SPOKANE, WA

Position in ELV

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$1,160
+$282 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,580
of 1,597 holders
Holding Since
Dec 2025
3 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, 2026

Lodestone Wealth Management LLC holds $1,382,900 across 4 Healthcare Plans names. ELV ranks #4 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 ELV
Elevance Health, Inc.
This page
3 $1,160

All Filings in ELV

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,160 3
2026-03-31 $878 3
2025-12-31 $1,051 3