United Financial Planning Group LLC
Position in ELV — Elevance Health, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in ELV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,254
+$1,034 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,539
of 1,597 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $31,146 across 3 Healthcare Plans names. ELV ranks #3 (13.7% of the industry book) .
All Filings in ELV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,254 | 11 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,220 | 11 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,660 | 19 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||