SIMA Wealth Partners, LLC
Position in ELV — Elevance Health, Inc.
CIK 2135539
NORTH CHESTERFIELD, VA
Position in ELV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,922
+$3,383 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,482
of 1,597 holders
Holding Since
Jun 2024
9 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, 2026SIMA Wealth Partners, LLC holds $39,121 across 3 Healthcare Plans names. ELV ranks #2 (35.6% of the industry book) .
All Filings in ELV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,922 | 36 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,539 | 36 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,619 | 36 | Shares | Sole | 2026-05-28 | |
| 2025-09-30 | $11,632 | 36 | Shares | Sole | 2026-05-28 | |
| 2025-06-30 | $14,002 | 36 | Shares | Sole | 2026-06-15 | |
| 2025-03-31 | $15,658 | 36 | Shares | Sole | 2026-06-15 | |
| 2024-12-31 | $13,280 | 36 | Shares | Sole | 2026-06-15 | |
| 2024-09-30 | $18,720 | 36 | Shares | Sole | 2026-06-15 | |
| 2024-06-30 | $19,506 | 36 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||