New England Capital Financial Advisors LLC
Position in ELV — Elevance Health, Inc.
CIK 1964652
MERIDEN, CT
Position in ELV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$211,928
+$51,794 QoQ
Shares Held
548
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,293
of 1,594 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, 2026New England Capital Financial Advisors LLC holds $749,630 across 4 Healthcare Plans names. ELV ranks #2 (28.3% of the industry book) .
All Filings in ELV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,928 | 548 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $160,134 | 547 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $190,699 | 544 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $175,454 | 543 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $210,427 | 541 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $234,443 | 539 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $220,602 | 598 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $309,920 | 596 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $327,825 | 605 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $331,347 | 639 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $301,326 | 639 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $278,233 | 639 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $264,352 | 595 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $273,586 | 595 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $305,217 | 595 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||