Evergreen Wealth Management, LLC
Position in ELV — Elevance Health, Inc.
CIK 1965292
Williamston, MI
Position in ELV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,757,333
+$1,274,419 QoQ
Shares Held
17,473
-6.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
5.37%
of 13F equity value
Holder Rank
#403
of 1,597 holders
Holding Since
Jun 2023
13 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, 2026Evergreen Wealth Management, LLC holds $9,259,841 across 2 Healthcare Plans names. ELV ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
17,473 | $6,757,333 | |
| 2 | UNH |
Unitedhealth Group Inc
|
6,021 | $2,502,508 |
All Filings in ELV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,757,333 | 17,473 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,482,914 | 18,729 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,192,115 | 17,664 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,584,482 | 17,283 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,035,865 | 12,947 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,964,633 | 11,414 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,593,454 | 9,741 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,783,560 | 5,353 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,132,219 | 3,935 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,040,454 | 3,935 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,855,588 | 3,935 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,668,964 | 3,833 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,509,697 | 3,398 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||