Larry Mathis Financial Planning, LLC

Position in ELV — Elevance Health, Inc.

CIK 2118274 PHOENIX, AZ

Position in ELV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,056,933

+$240,161 QoQ

Shares Held

2,733

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#744

of 1,597 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Larry Mathis Financial Planning, LLC holds $4,163,556 across 5 Healthcare Plans names. ELV ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,615	$1,502,502
2	ELV	Elevance Health, Inc. This page	2,733	$1,056,933
3	CVS	CVS HEALTH Corp	6,044	$625,251
4	MOH	Molina Healthcare, Inc.	2,601	$594,848
5	CI	Cigna Group	1,393	$384,022

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,056,933	2,733	-2.0%	Shares	Sole	2026-07-27
2026-03-31	$816,772	2,790	+32.9%	Shares	Sole	2026-04-22
2025-12-31	$736,155	2,100	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.