Position in ELV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$976,493
+$1,050 QoQ
Shares Held
2,525
-24.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#767
of 1,598 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, 2026SPWM Advisors LLC holds $976,493 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
|
2,525 | $976,493 |
All Filings in ELV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,493 | 2,525 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $975,443 | 3,332 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,155,062 | 3,295 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||