Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$897,210
+$296,489 QoQ
Shares Held
2,320
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#791
of 1,597 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Derivatives in ELV
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$193,365
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $5,755,631 across 5 Healthcare Plans names. ELV ranks #3 (15.6% of the industry book) .
All Filings in ELV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,365 | 500 | Put | Other | 2026-08-14 | |
| 2026-06-30 | $897,210 | 2,320 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $146,375 | 500 | Put | Other | 2026-05-14 | |
| 2026-03-31 | $600,721 | 2,052 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $816,778 | 2,330 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $639,451 | 1,979 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $753,412 | 1,937 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $883,835 | 2,032 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $680,618 | 1,845 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $1,112,280 | 2,139 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,508,537 | 2,784 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $929,222 | 1,792 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $367,344 | 779 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||