RETIREMENT PLANNING GROUP, LLC / NY
PensionPosition in ELV — Elevance Health, Inc.
CIK 2057004
MALTA, NY
Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$344,963
+$85,001 QoQ
Shares Held
892
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,091
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, 2026RETIREMENT PLANNING GROUP, LLC / NY holds $909,804 across 2 Healthcare Plans names. ELV ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,359 | $564,841 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
892 | $344,963 |
All Filings in ELV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,963 | 892 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $259,962 | 888 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $309,185 | 882 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $283,699 | 878 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $339,951 | 874 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $378,415 | 870 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,310,701 | 3,553 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||