Synergy Investment Management, LLC
Position in ELV — Elevance Health, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,187
+$2,382 QoQ
Shares Held
16
+23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,513
of 1,592 holders
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, 2026Synergy Investment Management, LLC holds $942,726 across 6 Healthcare Plans names. ELV ranks #4 (0.7% 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 | $6,187 | 16 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,805 | 13 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,044 | 7 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,009 | 19 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||