Hofer & Associates. Inc

Position in ELV — Elevance Health, Inc.

CIK 1958491 THOUSAND OAKS, CA

Position in ELV

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,418,525

+$313,101 QoQ

Shares Held

3,668

-2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.67%

of 13F equity value

Holder Rank

#680

of 1,597 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Hofer & Associates. Inc holds $1,817,114 across 2 Healthcare Plans names. ELV ranks #1 (78.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ELV	Elevance Health, Inc. This page	3,668	$1,418,525
2	UNH	Unitedhealth Group Inc	959	$398,589

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,418,525	3,668	-2.9%	Shares	Sole	2026-07-21
2026-03-31	$1,105,424	3,776	+1.1%	Shares	Sole	2026-04-22
2025-12-31	$1,309,654	3,736	+0.1%	Shares	Sole	2026-01-15
2025-09-30	$1,206,530	3,734	-5.7%	Shares	Sole	2025-10-21
2025-06-30	$1,539,892	3,959	-8.5%	Shares	Sole	2025-07-15
2025-03-31	$1,882,506	4,328	+2.0%	Shares	Sole	2025-04-23
2024-12-31	$1,565,980	4,245	0.0%	Shares	Sole	2025-01-24
2024-09-30	$2,207,400	4,245	-1.9%	Shares	Sole	2024-10-21
2024-06-30	$2,345,711	4,329	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$2,243,204	4,326	-1.3%	Shares	Sole	2024-04-22
2023-12-31	$2,067,790	4,385	+3.4%	Shares	Sole	2024-01-22
2023-09-30	$1,845,745	4,239	+1.7%	Shares	Sole	2023-10-13
2023-06-30	$1,852,689	4,170	+6.8%	Shares	Sole	2023-07-14
2023-03-31	$1,794,638	3,903	0.0%	Shares	Sole	2023-04-14
2022-12-31	$2,002,121	3,903	-0.4%	Shares	Sole	2023-01-26
2022-09-30	$1,779,712	3,918	0.0%	Shares	Sole	2022-12-15
2022-06-30	$1,890,748	3,918	0.0%	Shares	Sole	2022-12-15
2022-03-31	$1,924,599	3,918	+85.3%	Shares	Sole	2022-12-15
2021-12-31	$979,923	2,114	—	Shares	Sole	2022-12-15
No filing history on record for this holder in this stock.