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Livermore
Livermore
ZHEN

Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Basepoint Wealth 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)
803
Value
$310.5K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of ELV by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026803$310.5K0.2%+7+0.9%AddedHolders
Q1 2026796$233.2K0.1%+3+0.4%AddedHolders
Q4 2025793$278.0K0.2%+23+3.0%AddedHolders
Q3 2025770$248.9K0.2%−132−14.6%ReducedHolders
Q2 2025902$350.8K0.3%−13−1.4%ReducedHolders
Q1 2025915$398.0K0.3%−33−3.5%ReducedHolders
Q4 2024948$349.8K0.3%−44−4.4%ReducedHolders
Q3 2024992$515.6K0.4%+17+1.7%AddedHolders
Q2 2024975$528.2K0.4%−45−4.4%ReducedHolders
Q1 20241,020$528.9K0.4%−4−0.4%ReducedHolders
Q4 20231,024$483.1K0.4%00.0%UnchangedHolders
Q3 20231,024$445.9K0.4%+32+3.2%AddedHolders
Q2 2023992$440.6K0.4%−46−4.4%ReducedHolders
Q1 20231,038$477.3K0.4%−11−1.0%ReducedHolders
Q4 20221,049$537.9K0.5%−97−8.5%ReducedHolders
Q3 20221,146$520.6K0.6%−240−17.3%ReducedHolders
Q2 20221,386$668.8K0.7%−444−24.3%ReducedHolders
Q1 20221,830$899.0K0.8%−142−7.2%ReducedHolders
Q4 20211,972$914.2K0.9%–No prior filingHolders