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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Creative Planning, 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 (Q2 2026)
51,889
Value
$20.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ELV by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,889$20.1M<0.1%+25,042+93.3%AddedHolders
Q1 202626,847$7.86M<0.1%−3,514−11.6%ReducedHolders
Q4 202530,361$10.6M<0.1%+363+1.2%AddedHolders
Q3 202529,998$9.69M<0.1%+5,560+22.8%AddedHolders
Q2 202524,438$9.51M<0.1%−6,477−21.0%ReducedHolders
Q1 202530,915$13.4M<0.1%+7,667+33.0%AddedHolders
Q4 202423,248$8.58M<0.1%−7,086−23.4%ReducedHolders
Q3 202430,334$15.8M<0.1%−822−2.6%ReducedHolders
Q2 202431,156$16.9M<0.1%+2,901+10.3%AddedHolders
Q1 202428,255$14.7M<0.1%+1,442+5.4%AddedHolders
Q4 202326,813$12.6M<0.1%+858+3.3%AddedHolders
Q3 202325,955$11.3M<0.1%−3,634−12.3%ReducedHolders
Q2 202329,589$13.1M<0.1%+5,720+24.0%AddedHolders
Q1 202323,869$11.0M<0.1%−2,508−9.5%ReducedHolders
Q4 202226,377$13.5M<0.1%+5,116+24.1%AddedHolders
Q3 202221,261$9.66M<0.1%+444+2.1%AddedHolders
Q2 202220,817$10.0M<0.1%+38+0.2%AddedHolders
Q1 202220,779$10.2M<0.1%+2,554+14.0%AddedHolders
Q4 202118,225$8.45M<0.1%+189+1.0%AddedHolders
Q3 202118,036$6.72M<0.1%−135−0.7%ReducedHolders
Q2 202118,171$6.94M<0.1%−4,862−21.1%ReducedHolders
Q1 202123,033$8.27M<0.1%––Holders

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