Position in ELV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$257,948
+$1,207 QoQ
Shares Held
667
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,202
of 1,597 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CHAPMAN FINANCIAL GROUP, LLC holds $271,663 across 2 Healthcare Plans names. ELV ranks #1 (95.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
667 | $257,948 | |
| 2 | UNH |
Unitedhealth Group Inc
|
33 | $13,715 |
All Filings in ELV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,948 | 667 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $256,741 | 877 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $321,454 | 917 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $380,312 | 1,177 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $809,425 | 2,081 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $673,980 | 1,827 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||