Position in ELV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,622,416
+$547,697 QoQ
Shares Held
6,781
-4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#541
of 1,597 holders
Holding Since
Dec 2022
15 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, 2026HF Advisory Group, LLC holds $3,169,459 across 2 Healthcare Plans names. ELV ranks #1 (82.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
6,781 | $2,622,416 | |
| 2 | CVS |
CVS HEALTH Corp
|
5,288 | $547,043 |
All Filings in ELV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,622,416 | 6,781 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,074,719 | 7,087 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,372,171 | 6,767 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,601,116 | 8,050 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,094,160 | 5,384 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,533,642 | 5,825 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,870,323 | 5,070 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,940,120 | 3,731 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,796,807 | 3,316 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,546,804 | 2,983 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,396,760 | 2,962 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,000,159 | 2,297 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $825,046 | 1,857 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $844,211 | 1,836 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $826,394 | 1,611 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||