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Livermore
Livermore
ZHEN

Client 1st Advisory Group, LLC

SEC CIK
0001802816
Latest filing
Jul 13, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Client 1st Advisory Group, 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 (Q2 2026)
1,117
Value
$432.0K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of ELV by Client 1st Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,117$432.0K0.1%+36+3.3%AddedHolders
Q1 20261,081$316.5K0.1%−64−5.6%ReducedHolders
Q4 20251,145$401.4K0.1%−31−2.6%ReducedHolders
Q3 20251,176$380.0K0.1%+330+39.0%AddedHolders
Q2 2025846$329.1K0.1%00.0%UnchangedHolders
Q1 2025846$368.0K0.1%00.0%UnchangedHolders
Q4 2024846$312.1K0.1%−4−0.5%ReducedHolders
Q3 2024850$442.0K0.2%−112−11.6%ReducedHolders
Q2 2024962$521.3K0.2%+79+8.9%AddedHolders
Q1 2024883$457.9K0.2%+127+16.8%AddedHolders
Q4 2023756$356.5K0.2%+136+21.9%AddedHolders
Q3 2023620$270.0K0.1%00.0%UnchangedHolders
Q2 2023620$275.5K0.1%−278−31.0%ReducedHolders
Q1 2023898$412.9K0.2%00.0%UnchangedHolders
Q4 2022898$460.6K0.3%−5−0.6%ReducedHolders
Q3 2022903$410.0K0.3%+112+14.2%AddedHolders
Q2 2022791$382.0K0.2%+25+3.3%AddedHolders
Q1 2022766$376.0K0.2%+272+55.1%AddedHolders
Q4 2021494$229.0K0.1%+494NewHolders