Northern Financial Advisors Inc

Position in ELV — Elevance Health, Inc.

CIK 1962457 BLOOMFIELD HILLS, MI

Position in ELV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$717,384

+$167,893 QoQ

Shares Held

1,855

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#847

of 1,597 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Northern Financial Advisors Inc holds $1,903,026 across 3 Healthcare Plans names. ELV ranks #2 (37.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,737	$721,949
2	ELV	Elevance Health, Inc. This page	1,855	$717,384
3	CI	Cigna Group	1,682	$463,693

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$717,384	1,855	-1.2%	Shares	Sole	2026-07-28
2026-03-31	$549,491	1,877	+75.9%	Shares	Sole	2026-04-28
2025-12-31	$374,036	1,067	-37.6%	Shares	Sole	2026-01-27
2025-09-30	$552,535	1,710	-15.8%	Shares	Sole	2025-11-10
2025-06-30	$789,977	2,031	+34.5%	Shares	Sole	2025-07-23
2025-03-31	$656,789	1,510	+14.1%	Shares	Sole	2025-05-06
2024-12-31	$488,054	1,323	-30.7%	Shares	Sole	2025-01-30
2024-09-30	$993,200	1,910	-2.8%	Shares	Sole	2024-10-29
2024-06-30	$1,064,754	1,965	+10.5%	Shares	Sole	2024-08-05
2024-03-31	$921,964	1,778	+21.3%	Shares	Sole	2024-04-30
2023-12-31	$691,306	1,466	+9.9%	Shares	Sole	2024-02-06
2023-09-30	$580,850	1,334	-8.5%	Shares	Sole	2023-11-14
2023-06-30	$647,774	1,458	+1.4%	Shares	Sole	2023-07-21
2023-03-31	$661,206	1,438	+7.7%	Shares	Sole	2023-04-27
2022-12-31	$684,814	1,335	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.