Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$230,104
-$83,287 QoQ
Shares Held
595
-33.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,254
of 1,592 holders
Holding Since
Dec 2022
14 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, 2026Kapstone Financial Advisors LLC holds $230,104 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
595 | $230,104 |
All Filings in ELV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,104 | 595 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $313,391 | 894 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $366,094 | 1,133 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $527,040 | 1,355 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $599,809 | 1,379 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $508,713 | 1,379 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $845,520 | 1,626 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $918,994 | 1,696 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $859,220 | 1,657 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $720,543 | 1,528 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $647,034 | 1,486 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $606,900 | 1,366 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $512,228 | 1,114 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $571,448 | 1,114 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||