Basepoint Wealth LLC

Position in ELV — Elevance Health, Inc.

CIK 2088236 CEDAR RAPIDS, IA

Position in ELV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$310,544

+$77,515 QoQ

Shares Held

803

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,128

of 1,597 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Basepoint Wealth LLC holds $1,138,195 across 5 Healthcare Plans names. ELV ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	4,403	$455,490
2	ELV	Elevance Health, Inc. This page	803	$310,544
3	UNH	Unitedhealth Group Inc	483	$200,749
4	CI	Cigna Group	551	$151,899
5	CNC	Centene Corp	304	$19,513

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,544	803	+0.9%	Shares	Sole	2026-08-10
2026-03-31	$233,029	796	+0.4%	Shares	Sole	2026-05-07
2025-12-31	$277,986	793	+3.0%	Shares	Sole	2026-02-10
2025-09-30	$248,802	770	-14.6%	Shares	Sole	2025-11-13
2025-06-30	$350,841	902	-1.4%	Shares	Sole	2025-10-16
2025-03-31	$397,988	915	-3.5%	Shares	Sole	2025-10-16
2024-12-31	$349,717	948	-4.4%	Shares	Sole	2025-10-16
2024-09-30	$515,840	992	+1.7%	Shares	Sole	2025-10-16
2024-06-30	$528,313	975	-4.4%	Shares	Sole	2025-10-16
2024-03-31	$528,910	1,020	-0.4%	Shares	Sole	2025-10-16
2023-12-31	$482,877	1,024	0.0%	Shares	Sole	2025-10-16
2023-09-30	$445,870	1,024	+3.2%	Shares	Sole	2025-10-16
2023-06-30	$440,735	992	-4.4%	Shares	Sole	2025-10-15
2023-03-31	$477,282	1,038	-1.0%	Shares	Sole	2025-10-10
2022-12-31	$538,105	1,049	-8.5%	Shares	Sole	2025-10-09
2022-09-30	$520,559	1,146	-17.3%	Shares	Sole	2025-10-09
2022-06-30	$668,855	1,386	-24.3%	Shares	Sole	2025-10-09
2022-03-31	$898,932	1,830	-7.2%	Shares	Sole	2025-10-09
2021-12-31	$914,100	1,972	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.