Mowery & Schoenfeld Wealth Management, LLC
Position in ELV — Elevance Health, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in ELV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$584,349
+$142,004 QoQ
Shares Held
1,511
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#914
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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $613,599 across 3 Healthcare Plans names. ELV ranks #1 (95.2% of the industry book) .
All Filings in ELV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,349 | 1,511 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $442,345 | 1,511 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $529,681 | 1,511 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $488,234 | 1,511 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $587,718 | 1,511 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $657,224 | 1,511 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $569,581 | 1,544 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $785,720 | 1,511 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $818,750 | 1,511 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $783,513 | 1,511 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $712,527 | 1,511 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||