Michels Family Financial, LLC

Position in ELV — Elevance Health, Inc.

CIK 2053733 FORT WORTH, TX

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$933,179

+$225,310 QoQ

Shares Held

2,413

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#777

of 1,594 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Michels Family Financial, LLC holds $3,108,685 across 3 Healthcare Plans names. ELV ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	14,091	$1,457,713
2	ELV	Elevance Health, Inc. This page	2,413	$933,179
3	UNH	Unitedhealth Group Inc	1,727	$717,793

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$933,179	2,413	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$707,869	2,418	+1.7%	Shares	Sole	2026-04-24
2025-12-31	$833,607	2,378	+3.1%	Shares	Sole	2026-02-19
2025-09-30	$745,114	2,306	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.