Asset Planning,Inc

Position in ELV — Elevance Health, Inc.

CIK 2048547 LOS ALAMITOS, CA

Position in ELV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$66,904

New position

Shares Held

173

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,384

of 1,596 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Asset Planning,Inc holds $506,078 across 4 Healthcare Plans names. ELV ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	3,177	$328,660
2	UNH	Unitedhealth Group Inc	246	$102,244
3	ELV	Elevance Health, Inc. This page	173	$66,904
4	CI	Cigna Group	30	$8,270

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,904	173	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.