Position in ELV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$301,262
+$67,941 QoQ
Shares Held
779
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,138
of 1,592 holders
Holding Since
Dec 2023
11 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, 2026Lakeridge Wealth Management LLC holds $301,262 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
|
779 | $301,262 |
All Filings in ELV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,262 | 779 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $233,321 | 797 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $277,635 | 792 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $238,462 | 738 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $285,885 | 735 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $317,085 | 729 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $265,608 | 720 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $372,320 | 716 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $388,513 | 717 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $371,793 | 717 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $337,165 | 715 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||