Position in ELV
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$261,429
+$57,968 QoQ
Shares Held
676
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,194
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, 2026Forefront Wealth Partners, LLC holds $261,429 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
|
676 | $261,429 |
All Filings in ELV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,429 | 676 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $203,461 | 695 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $251,694 | 718 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $246,540 | 763 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $361,343 | 929 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $324,045 | 745 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $342,708 | 929 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||