Position in EVH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$454,223
+$90,632 QoQ
Shares Held
83,805
-47.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#77
of 199 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Tempus Wealth Planning, LLC holds $454,223 across 1 Health Information Services name. EVH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVH |
Evolent Health, Inc.
This page
|
83,805 | $454,223 |
All Filings in EVH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,223 | 83,805 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $363,591 | 159,470 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $695,212 | 173,803 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $498,657 | 58,943 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $409,028 | 43,192 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $239,850 | 21,320 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||