Position in ELV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$417,668
-$226,967 QoQ
Shares Held
1,080
-51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,026
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, 2026Englebert Financial Advisers, LLC holds $1,067,713 across 2 Healthcare Plans names. ELV ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,564 | $650,045 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
1,080 | $417,668 |
All Filings in ELV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,668 | 1,080 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $644,635 | 2,202 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $687,428 | 1,961 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||