Beverly Hills Private Wealth, LLC
Position in ELV — Elevance Health, Inc.
CIK 1965710
BEVERLY HILLS, CA
Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,869,955
+$2,139,374 QoQ
Shares Held
20,350
+4.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#388
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, 2026Beverly Hills Private Wealth, LLC holds $14,454,476 across 3 Healthcare Plans names. ELV ranks #1 (54.4% 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 | $7,869,955 | 20,350 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $5,730,581 | 19,575 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,916,231 | 16,877 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,927,958 | 18,346 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $5,657,811 | 14,546 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,894,576 | 13,552 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,351,912 | 11,797 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,855,760 | 9,338 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,033,062 | 7,443 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,161,536 | 6,097 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,163,044 | 4,587 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,775,206 | 4,077 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,166,010 | 7,126 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,573,929 | 3,423 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,487,100 | 2,899 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||