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Appleton Partners Inc

SEC CIK
0001055290
Latest filing
Jul 21, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Appleton Partners Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ELV overviewAll 13F holders of ELVFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of ELV by Appleton Partners Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−401−100.0%Sold outHolders
Q4 2022401$206.0K<0.1%+401NewHolders
Q2 20220$00.0%−425−100.0%Sold outHolders
Q1 2022425$209.0K<0.1%−61−12.6%ReducedHolders
Q4 2021486$225.0K<0.1%−59−10.8%ReducedHolders
Q3 2021545$203.0K<0.1%−210−27.8%ReducedHolders
Q2 2021755$288.0K<0.1%−5−0.7%ReducedHolders
Q1 2021760$273.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.