MONEY CONCEPTS CAPITAL CORP
Position in ELV — Elevance Health, Inc.
CIK 716851
PALM BEACH GARDENS, FL
Position in ELV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$303,196
-$613,989 QoQ
Shares Held
784
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,138
of 1,597 holders
Holding Since
Dec 2020
21 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, 2026MONEY CONCEPTS CAPITAL CORP holds $6,099,768 across 4 Healthcare Plans names. ELV ranks #3 (5.0% of the industry book) .
All Filings in ELV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,196 | 784 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $917,185 | 3,133 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,017,997 | 2,904 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $862,407 | 2,669 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $964,620 | 2,480 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $949,517 | 2,183 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $650,739 | 1,764 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $841,360 | 1,618 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $856,680 | 1,581 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $793,366 | 1,530 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $752,138 | 1,595 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $701,897 | 1,612 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $703,311 | 1,583 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,909,677 | 6,328 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,840,606 | 7,487 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,908,498 | 6,403 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $679,955 | 1,409 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,174,015 | 2,390 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $667,497 | 1,440 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $419,612 | 1,169 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $326,869 | 1,018 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||