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Livermore
Livermore
ZHEN

Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Ellevest, 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 (Q2 2026)
805
Value
$312.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ELV by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026805$312.6K<0.1%−274−25.4%ReducedHolders
Q1 20261,079$315.9K<0.1%−603−35.9%ReducedHolders
Q4 20251,682$589.6K0.1%−37−2.2%ReducedHolders
Q3 20251,719$555.4K0.1%+129+8.1%AddedHolders
Q2 20251,590$618.4K0.1%+97+6.5%AddedHolders
Q1 20251,493$649.4K<0.1%+660+79.2%AddedHolders
Q4 2024833$307.3K<0.1%−330−28.4%ReducedHolders
Q3 20241,163$604.8K<0.1%+33+2.9%AddedHolders
Q2 20241,130$612.3K<0.1%+403+55.4%AddedHolders
Q1 2024727$377.0K<0.1%−446−38.0%ReducedHolders
Q4 20231,173$553.1K<0.1%+72+6.5%AddedHolders
Q3 20231,101$479.4K<0.1%+34+3.2%AddedHolders
Q2 20231,067$474.1K<0.1%−1−0.1%ReducedHolders
Q1 20231,068$491.1K<0.1%−152−12.5%ReducedHolders
Q4 20221,220$625.8K0.1%+57+4.9%AddedHolders
Q3 20221,163$528.0K0.1%−52−4.3%ReducedHolders
Q2 20221,215$586.0K0.1%+149+14.0%AddedHolders
Q1 20221,066$524.0K<0.1%+205+23.8%AddedHolders
Q4 2021861$399.0K<0.1%+142+19.7%AddedHolders
Q3 2021719$268.0K<0.1%+82+12.9%AddedHolders
Q2 2021637$243.0K<0.1%+101+18.8%AddedHolders
Q1 2021536$192.0K<0.1%––Holders

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