Position in ELV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$285,405
+$70,820 QoQ
Shares Held
738
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#1,160
of 1,597 holders
Holding Since
Dec 2024
7 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, 2026SwitchPoint Financial Planning, LLC holds $285,405 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
738 | $285,405 |
All Filings in ELV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,405 | 738 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $214,585 | 733 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $254,498 | 726 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $226,829 | 702 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $273,827 | 704 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $302,296 | 695 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $254,541 | 690 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||