Financial Security Advisor, Inc.
Position in ELV — Elevance Health, Inc.
CIK 1997602
VIRGINIA BEACH, VA
Position in ELV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,011,685
+$248,193 QoQ
Shares Held
2,616
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#750
of 1,592 holders
Holding Since
Sep 2023
12 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, 2026Financial Security Advisor, Inc. holds $1,900,717 across 2 Healthcare Plans names. ELV ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
2,616 | $1,011,685 | |
| 2 | UNH |
Unitedhealth Group Inc
|
2,139 | $889,032 |
All Filings in ELV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,685 | 2,616 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $763,492 | 2,608 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $765,250 | 2,183 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $733,482 | 2,270 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $865,824 | 2,226 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $966,481 | 2,222 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $858,799 | 2,328 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,208,480 | 2,324 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,258,198 | 2,322 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,202,494 | 2,319 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,092,132 | 2,316 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,026,284 | 2,357 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||