Position in ELV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$215,795
+$5,308 QoQ
Shares Held
558
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,283
of 1,592 holders
Holding Since
Mar 2026
2 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, 2026A4 Wealth Advisors LLC holds $215,795 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
|
558 | $215,795 |
All Filings in ELV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,795 | 558 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $210,487 | 719 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||