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Adams Wealth Management

SEC CIK
0001803084
Latest filing
Aug 10, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Adams Wealth Management, 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)
695
Value
$268.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ELV by Adams Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026695$268.8K0.1%00.0%UnchangedHolders
Q1 2026695$203.5K<0.1%−306−30.6%ReducedHolders
Q4 20251,001$351.1K0.1%00.0%UnchangedHolders
Q3 20251,001$323.3K0.1%00.0%UnchangedHolders
Q2 20251,001$389.2K0.1%00.0%UnchangedHolders
Q1 20251,001$434.5K0.1%+207+26.1%AddedHolders
Q4 2024794$292.9K0.1%−132−14.3%ReducedHolders
Q3 2024926$481.5K0.1%−30−3.1%ReducedHolders
Q2 2024956$518.0K0.1%+261+37.6%AddedHolders
Q1 2024695$360.4K0.1%00.0%UnchangedHolders
Q4 2023695$327.7K0.1%00.0%UnchangedHolders
Q3 2023695$302.6K0.1%00.0%UnchangedHolders
Q2 2023695$308.8K0.1%00.0%UnchangedHolders
Q1 2023695$319.6K0.1%00.0%UnchangedHolders
Q4 2022695$356.5K0.1%−6−0.9%ReducedHolders
Q3 2022701$318.0K0.1%00.0%UnchangedHolders
Q2 2022701$338.0K0.1%−5−0.7%ReducedHolders
Q1 2022706$347.0K0.1%00.0%UnchangedHolders
Q4 2021706$327.0K0.1%00.0%UnchangedHolders
Q3 2021706$263.0K0.1%00.0%UnchangedHolders
Q2 2021706$270.0K0.1%00.0%UnchangedHolders
Q1 2021706$253.0K0.1%––Holders

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