Commonwealth Retirement Investments LLC
PensionPosition in ELV — Elevance Health, Inc.
CIK 1963787
RICHMOND, VA
Position in ELV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$161,266
+$15,087 QoQ
Shares Held
417
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,319
of 1,592 holders
Holding Since
Dec 2022
6 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, 2026Commonwealth Retirement Investments LLC holds $6,941,138 across 4 Healthcare Plans names. ELV ranks #2 (2.3% of the industry book) .
All Filings in ELV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,266 | 417 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $146,179 | 417 | Shares | Sole | 2026-02-11 | |
| 2024-09-30 | $216,840 | 417 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $225,955 | 417 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $216,231 | 417 | Shares | Sole | 2024-05-03 | |
| 2022-12-31 | $216,473 | 422 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||