Independence Wealth Advisors, LLC
Position in ELV — Elevance Health, Inc.
CIK 2001765
INDEPENDENCE, OH
Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$574,294
+$136,633 QoQ
Shares Held
1,485
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#926
of 1,597 holders
Holding Since
Dec 2025
3 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, 2026Independence Wealth Advisors, LLC holds $574,294 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
|
1,485 | $574,294 |
All Filings in ELV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,294 | 1,485 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $437,661 | 1,495 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $472,541 | 1,348 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||