Position in ELV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,036,049
+$198,199 QoQ
Shares Held
2,679
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#747
of 1,592 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, 2026Meriwether Wealth & Planning, LLC holds $1,036,049 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
|
2,679 | $1,036,049 |
All Filings in ELV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,036,049 | 2,679 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $837,850 | 2,862 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $682,170 | 1,946 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $636,223 | 1,969 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $827,317 | 2,127 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $932,554 | 2,144 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $591,715 | 1,604 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||