Atlas Wealth LLC ELV ELEVANCE HEALTH INCORPORATED

Ownership history in Atlas Wealth LLC  ·  14 quarters on record

AI Ownership Summary

Atlas Wealth LLC reported ELEVANCE HEALTH INCORPORATED (ELV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.28% in 2026 Q1. The latest visible filing shows ELV at 1.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlas Wealth LLC's position in ELEVANCE HEALTH INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ELV was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atlas Wealth LLC held ELV — position size vs. price
% of Fund (quarterly)    ELV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 336,953 +336,143 +41499.1% 1.28% $4.3M 2026-05-06 $374.71
2025 Q4 UNCHANGED 810 0% 0.09% $284K 2026-02-05 $330.21
2025 Q3 UNCHANGED 810 0% 0.08% $262K 2025-11-12 $323.95
2025 Q2 UNCHANGED 810 0% 0.12% $321K 2025-08-05 $271.82
2025 Q1 UNCHANGED 810 0% 0.14% $352K 2025-05-08 $403.76
2024 Q4 UNCHANGED 810 0% 0.11% $299K 2025-02-11 $381.44
2024 Q3 UNCHANGED 810 0% 0.18% $421K 2024-11-14 $395.25
2024 Q2 UNCHANGED 810 0% 0.07% $430K 2024-07-31 $515.07
2024 Q1 UNCHANGED 810 0% 0.21% $420K 2024-05-10 $520.41
2023 Q4 UNCHANGED 810 0% 0.19% $353K 2024-02-08 $483.11
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Atlas Wealth LLC and ELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atlas Wealth LLC reported owning ELV?

Atlas Wealth LLC reported ELV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ELV position in Atlas Wealth LLC's portfolio?

The largest reported portfolio weight for ELV was 1.28% in 2026 Q1.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2026 Q1, when Atlas Wealth LLC reported 336,953 shares, equal to 1.28% of portfolio, with an estimated market value of $4.3M.

What does the chart on this ELV ownership page compare?

The chart compares Atlas Wealth LLC's quarterly ELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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