Fourth Dimension Wealth, LLC
Position in ELV — Elevance Health, Inc.
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in ELV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$28,618
+$11,932 QoQ
Shares Held
74
+29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,436
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, 2026Fourth Dimension Wealth, LLC holds $488,765 across 3 Healthcare Plans names. ELV ranks #3 (5.9% of the industry book) .
All Filings in ELV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,618 | 74 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $16,686 | 57 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,981 | 57 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,417 | 57 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $22,170 | 57 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $24,792 | 57 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $21,027 | 57 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||