VALLEY NATIONAL ADVISERS INC

Position in ELV — Elevance Health, Inc.

CIK 773411 BETHLEHEM, PA

Position in ELV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$104,803

+$23,712 QoQ

Shares Held

271

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,354

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $3,469,829 across 7 Healthcare Plans names. ELV ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,236	$3,007,498
2	CI	Cigna Group	604	$166,510
3	CVS	CVS HEALTH Corp	1,516	$156,830
4	ELV	Elevance Health, Inc. This page	271	$104,803
5	OSCR	Oscar Health, Inc.	1,000	$28,520
6	CNC	Centene Corp	45	$2,888
7	HUM	Humana Inc	7	$2,780

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104,803	271	-2.2%	Shares	Sole	2026-07-29
2026-03-31	$81,091	277	+5.3%	Shares	Sole	2026-04-15
2025-12-31	$92,194	263	-3.0%	Shares	Sole	2026-01-23
2025-09-30	$87,564	271	-20.5%	Shares	Sole	2025-10-17
2025-06-30	$132,634	341	-2.8%	Shares	Sole	2025-07-22
2025-03-31	$152,670	351	-19.5%	Shares	Sole	2025-04-25
2024-12-31	$160,839	436	0.0%	Shares	Sole	2025-01-24
2024-09-30	$226,720	436	-44.8%	Shares	Sole	2024-10-24
2024-06-30	$428,068	790	-1.7%	Shares	Sole	2024-07-18
2024-03-31	$416,905	804	+0.8%	Shares	Sole	2024-04-19
2023-12-31	$376,304	798	+2.4%	Shares	Sole	2024-01-25
2023-09-30	$339,191	779	-1.8%	Shares	Sole	2023-11-13
2023-06-30	$352,321	793	-1.2%	Shares	Sole	2023-07-31
2023-03-31	$369,226	803	0.0%	Shares	Sole	2023-04-26
2022-12-31	$411,914	803	-3.7%	Shares	Sole	2023-01-12
2022-09-30	$378,836	834	-2.9%	Shares	Sole	2022-11-08
2022-06-30	$414,536	859	-1.2%	Shares	Sole	2022-07-15
2022-03-31	$426,870	869	-0.1%	Shares	Sole	2022-05-06
2021-12-31	$403,279	870	+14.0%	Shares	Sole	2022-02-11
2021-09-30	$284,446	763	+204.0%	Shares	Sole	2021-11-10
2021-06-30	$95,831	251	0.0%	Shares	Sole	2021-08-02
2021-03-31	$90,096	251	0.0%	Shares	Sole	2021-05-07
2020-12-31	$80,593	251	0.0%	Shares	Sole	2021-02-11
2020-09-30	$67,416	251	0.0%	Shares	Sole	2020-11-13
2020-06-30	$66,007	251	+6.4%	Shares	Sole	2020-08-10
2020-03-31	$53,581	236	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.