Position in ELV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$375,514
+$93,011 QoQ
Shares Held
971
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#1,058
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, 2026Oath Planning, LLC holds $375,514 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
971 | $375,514 |
All Filings in ELV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,514 | 971 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $282,503 | 965 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $336,528 | 960 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||