FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in ELV — Elevance Health, Inc.
CIK 2020280
Boca Raton, FL
Position in ELV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$242,479
+$21,633 QoQ
Shares Held
627
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,230
of 1,596 holders
Holding Since
Sep 2024
5 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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $952,790 across 2 Healthcare Plans names. ELV ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,709 | $710,311 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
627 | $242,479 |
All Filings in ELV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,479 | 627 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $220,846 | 630 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $640,617 | 1,647 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $620,252 | 1,426 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $485,680 | 934 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||