Position in ELV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$635,784
+$154,503 QoQ
Shares Held
1,644
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#884
of 1,597 holders
Holding Since
Sep 2024
8 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, 2026Ruggaard & Associates LLC holds $635,784 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
|
1,644 | $635,784 |
All Filings in ELV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,784 | 1,644 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $481,281 | 1,644 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $576,304 | 1,644 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $531,209 | 1,644 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $639,450 | 1,644 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $717,684 | 1,650 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $593,560 | 1,609 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $836,680 | 1,609 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||