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Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Jackson Wealth Management, LLC, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of ELV by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−2,749−100.0%Sold outHolders
Q2 20242,749$1.49M0.3%−2,130−43.7%ReducedHolders
Q1 20244,879$2.53M0.3%+136+2.9%AddedHolders
Q4 20234,743$2.24M0.3%−97−2.0%ReducedHolders
Q3 20234,840$2.11M0.3%−468−8.8%ReducedHolders
Q2 20235,308$2.36M0.3%−83−1.5%ReducedHolders
Q1 20235,391$2.48M1.9%+93+1.8%AddedHolders
Q4 20225,298$2.72M1.0%+519+10.9%AddedHolders
Q3 20224,779$2.17M0.4%+2,875+151.0%AddedHolders
Q2 20221,904$919.0K0.4%−2,737−59.0%ReducedHolders
Q1 20224,641$2.28M0.3%−107−2.3%ReducedHolders
Q4 20214,748$2.20M0.3%+4,748NewHolders
Q3 20210$00.0%−4,711−100.0%Sold outHolders
Q2 20214,711$1.80M0.2%−173−3.5%ReducedHolders
Q1 20214,884$1.75M0.3%––Holders

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