Retirement Wealth Solutions LLC
PensionPosition in ELV — Elevance Health, Inc.
CIK 2044741
MARSHFIELD, WI
Position in ELV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,254
+$3,376 QoQ
Shares Held
11
+266.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,535
of 1,592 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $79,538 across 5 Healthcare Plans names. ELV ranks #4 (5.3% of the industry book) .
All Filings in ELV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,254 | 11 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $878 | 3 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,051 | 3 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $969 | 3 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||