Position in ELV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$310,157
+$309,350 QoQ
Shares Held
802
+239.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,129
of 1,597 holders
Holding Since
Dec 2023
7 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, 2026LM Advisors LLC holds $1,899,110 across 2 Healthcare Plans names. ELV ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,823 | $1,588,953 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
802 | $310,157 |
All Filings in ELV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,157 | 802 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $807 | 236 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,937 | 679 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $646,240 | 2,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $388,960 | 1,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $437,134 | 1,005 | Shares | Sole | 2025-05-13 | |
| 2023-12-31 | $117,890 | 250 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||