KERR FINANCIAL PLANNING Corp

Position in ELV — Elevance Health, Inc.

CIK 2095947 FRESNO, CA

Position in ELV

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$18,563

+$3,926 QoQ

Shares Held

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,470

of 1,597 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $177,475 across 4 Healthcare Plans names. ELV ranks #2 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	341	$141,729
2	ELV	Elevance Health, Inc. This page	48	$18,563
3	CVS	CVS HEALTH Corp	97	$10,034
4	HUM	Humana Inc	18	$7,149

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,563	48	-4.0%	Shares	Sole	2026-07-02
2026-03-31	$14,637	50	+11.1%	Shares	Sole	2026-04-29
2025-12-31	$15,774	45	-2.2%	Shares	Sole	2026-02-10
2025-09-30	$14,863	46	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.