Position in ELV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$338,002
+$100,875 QoQ
Shares Held
874
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,097
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, 2026Atlas Wealth LLC holds $799,351 across 2 Healthcare Plans names. ELV ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,110 | $461,349 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
874 | $338,002 |
All Filings in ELV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,002 | 874 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $237,127 | 810 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $283,945 | 810 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $261,727 | 810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $315,057 | 810 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $352,317 | 810 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $298,809 | 810 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $421,200 | 810 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $438,906 | 810 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $420,017 | 810 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $381,963 | 810 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $352,690 | 810 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $359,874 | 810 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $372,446 | 810 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $415,505 | 810 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||