Pines Wealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 2037426 SOUTHERN PINES, NC

Position in ELV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$263,749

-$41,296 QoQ

Shares Held

682

-34.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,189

of 1,597 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Pines Wealth Management, LLC holds $1,564,518 across 4 Healthcare Plans names. ELV ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,295	$538,240
2	CVS	CVS HEALTH Corp	4,906	$507,525
3	ELV	Elevance Health, Inc. This page	682	$263,749
4	CI	Cigna Group	925	$255,004

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,749	682	-34.5%	Shares	Sole	2026-07-22
2026-03-31	$305,045	1,042	-1.0%	Shares	Sole	2026-04-08
2025-12-31	$368,778	1,052	+4.1%	Shares	Sole	2026-02-02
2025-09-30	$326,674	1,011	+45.7%	Shares	Sole	2025-11-03
2025-06-30	$269,938	694	+29.5%	Shares	Sole	2025-07-09
2025-03-31	$233,138	536	-5.3%	Shares	Sole	2025-04-11
2024-12-31	$208,797	566	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.