Catherine Avery Investment Management LLC
Position in ELV — Elevance Health, Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in ELV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,027
+$470 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,526
of 1,592 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Catherine Avery Investment Management LLC holds $16,494 across 3 Healthcare Plans names. ELV ranks #3 (30.5% of the industry book) .
All Filings in ELV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,027 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,557 | 13 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,200 | 13 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $5,056 | 13 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $5,654 | 13 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $4,795 | 13 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||