Position in ELV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$299,483
-$58,078 QoQ
Shares Held
1,023
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026Claris Financial LLC holds $299,483 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
|
1,023 | $299,483 |
All Filings in ELV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,483 | 1,023 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $357,561 | 1,020 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $329,905 | 1,021 | Shares | Sole | 2026-04-07 | |
| 2025-03-31 | $453,662 | 1,043 | Shares | Sole | 2025-06-18 | |
| 2024-12-31 | $384,761 | 1,043 | Shares | Sole | 2025-06-17 | |
| No filing history on record for this holder in this stock. | ||||||