Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
ELV holding history
Elevance Health, Inc. in every 13F filed by Meriwether Wealth & Planning, 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)
- 2,679
- Value
- $1.04M
- % of portfolio
- 0.5%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,679 | $1.04M | 0.5% | −183−6.4% | Reduced | Holders |
| Q1 2026 | 2,862 | $837.9K | 0.5% | +916+47.1% | Added | Holders |
| Q4 2025 | 1,946 | $682.2K | 0.4% | −23−1.2% | Reduced | Holders |
| Q3 2025 | 1,969 | $636.2K | 0.4% | −158−7.4% | Reduced | Holders |
| Q2 2025 | 2,127 | $827.3K | 0.5% | −17−0.8% | Reduced | Holders |
| Q1 2025 | 2,144 | $932.6K | 0.6% | +540+33.7% | Added | Holders |
| Q4 2024 | 1,604 | $591.7K | 0.4% | – | No prior filing | Holders |