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Whipplewood Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 2052510 LITTLETON, CO

Position in ELV

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$4,976
-$4,359 QoQ
Shares Held
17
-29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
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, 2026

Whipplewood Advisors, LLC holds $107,865 across 2 Healthcare Plans names.

# Ticker Company Shares Value (USD) Open

All Filings in ELV

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,976 17
2025-06-30 $9,335 24
2025-03-31 $4,784 11
2024-12-31 $8,853 24