Position in ELV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$40,606
+$36,215 QoQ
Shares Held
105
+600.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,421
of 1,597 holders
Holding Since
Mar 2023
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $431,996 across 7 Healthcare Plans names. ELV ranks #4 (9.4% of the industry book) .
All Filings in ELV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,606 | 105 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,391 | 15 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,660 | 19 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,877 | 12 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9 | 0 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $10 | 0 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9 | 0 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $12 | 0 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $13 | 0 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $12 | 0 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $10 | 0 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $10 | 0 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $10 | 0 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $11 | 0 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||