Position in ELV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$255,570
-$57,821 QoQ
Shares Held
873
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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, 2026Elser Financial Planning, Inc holds $415,630 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,000 | $415,630 |
All Filings in ELV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,570 | 873 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $313,391 | 894 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $275,621 | 853 | Shares | Sole | 2025-10-24 | |
| 2025-03-31 | $383,634 | 882 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $315,778 | 856 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $460,720 | 886 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $474,669 | 876 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||