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Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Beacon Financial Group, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of ELV by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,261−100.0%Sold outHolders
Q3 20251,261$407.3K<0.1%+49+4.0%AddedHolders
Q2 20251,212$471.6K<0.1%00.0%UnchangedHolders
Q1 20251,212$527.3K0.1%−217−15.2%ReducedHolders
Q4 20241,429$527.2K0.1%−144−9.2%ReducedHolders
Q3 20241,573$817.9K0.1%−1−0.1%ReducedHolders
Q2 20241,574$852.7K0.1%−73−4.4%ReducedHolders
Q1 20241,647$854.3K0.1%−68−4.0%ReducedHolders
Q4 20231,715$808.8K0.1%+112+7.0%AddedHolders
Q3 20231,603$709.0K0.1%+21+1.3%AddedHolders
Q2 20231,582$696.0K0.1%−161−9.2%ReducedHolders
Q1 20231,743$845.0K0.1%−323−15.6%ReducedHolders
Q4 20222,066$1.06M0.1%+43+2.1%AddedHolders
Q3 20222,023$924.0K0.1%+2+0.1%AddedHolders
Q2 20222,021$946.0K0.1%−89−4.2%ReducedHolders
Q1 20222,110$1.06M0.1%−44−2.0%ReducedHolders
Q4 20212,154$1.00M0.1%+149+7.4%AddedHolders
Q3 20212,005$779.0K0.1%+212+11.8%AddedHolders
Q2 20211,793$699.0K0.1%+145+8.8%AddedHolders
Q1 20211,648$541.0K0.1%––Holders

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