Position in ELV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$478,385
+$116,254 QoQ
Shares Held
1,237
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#981
of 1,597 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Wheelhouse Advisory Group LLC holds $478,385 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
|
1,237 | $478,385 |
All Filings in ELV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,385 | 1,237 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $362,131 | 1,237 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $433,630 | 1,237 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $440,735 | 1,364 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||