Oregon Pacific Wealth Management, LLC
Position in ELV — Elevance Health, Inc.
CIK 2043757
Medford, OR
Position in ELV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$524,404
+$117,189 QoQ
Shares Held
1,356
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.91%
of 13F equity value
Holder Rank
#960
of 1,597 holders
Holding Since
Dec 2024
7 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, 2026Oregon Pacific Wealth Management, LLC holds $524,404 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
|
1,356 | $524,404 |
All Filings in ELV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,404 | 1,356 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $407,215 | 1,391 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $493,223 | 1,407 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $471,108 | 1,458 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $491,645 | 1,264 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $574,147 | 1,320 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $531,584 | 1,441 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||