Position in ELV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$258,722
+$49,682 QoQ
Shares Held
669
+66.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,200
of 1,597 holders
Holding Since
Mar 2024
4 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, 2026Legacy Edge Advisors, LLC holds $681,833 across 2 Healthcare Plans names. ELV ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,018 | $423,111 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
669 | $258,722 |
All Filings in ELV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,722 | 669 | Shares | Sole | 2026-08-11 | |
| 2024-09-30 | $209,040 | 402 | Shares | Sole | 2026-08-17 | |
| 2024-06-30 | $218,911 | 404 | Shares | Sole | 2026-08-17 | |
| 2024-03-31 | $211,564 | 408 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||