OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in ELV — Elevance Health, Inc.
CIK 714364
WILLIAMSVILLE, NY
Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$83,146
+$25,182 QoQ
Shares Held
215
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,370
of 1,592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $387,012 across 7 Healthcare Plans names. ELV ranks #3 (21.5% of the industry book) .
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,146 | 215 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $57,964 | 198 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $70,811 | 202 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $67,532 | 209 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $72,346 | 186 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $86,557 | 199 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $25,085 | 68 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $35,360 | 68 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $36,846 | 68 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $35,260 | 68 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $32,066 | 68 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,608 | 68 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $30,211 | 68 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $31,267 | 68 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $34,881 | 68 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $30,888 | 68 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $32,815 | 68 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $33,402 | 68 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $31,520 | 68 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $25,350 | 68 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $25,962 | 68 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $24,408 | 68 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $21,834 | 68 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $18,264 | 68 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $17,882 | 68 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $15,438 | 68 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||