Byrne Asset Management LLC SPYV — ELEVANCE HEALTH INC

Ownership history in Byrne Asset Management LLC  ·  10 quarters on record

AI Ownership Summary

Byrne Asset Management LLC reported ELEVANCE HEALTH INC (SPYV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows SPYV at 0.03% 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 SPYV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Byrne Asset Management LLC's position in ELEVANCE HEALTH INC, 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

SPYV was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 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.

SPYV stock page Byrne Asset Management LLC fund profile Byrne Asset Management LLC full holdings
How Byrne Asset Management LLC held SPYV — position size vs. price
% of Fund (quarterly)    SPYV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 172 -5 -2.8% 0.03% $50K 2026-05-15 (Est.) $59.11
2025 Q4 UNCHANGED — — — 177 — 0% 0.03% $62K 2026-01-12 $57.95
2025 Q3 UNCHANGED — — — 177 — 0% 0.04% $57K 2025-10-22 $55.21
2025 Q2 UNCHANGED — — — 177 — 0% 0.05% $69K 2025-07-09 $52.29
2025 Q1 REDUCED 45.9% +3.0% ❌ 177 -150 -45.9% 0.06% $77K 2025-04-16 $46.55
2024 Q4 REDUCED — — — 327 -10 -3.0% 0.12% $170K 2025-01-28 $51.74
2024 Q2 REDUCED 6.4% +9.0% ❌ 337 -23 -6.4% 0.13% $181K 2024-07-23 $48.45
2024 Q1 UNCHANGED — — — 360 — 0% 0.13% $187K 2024-04-22 $46.31
2023 Q4 UNCHANGED — — — 360 — 0% 0.13% $168K 2024-01-29 $44.96
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPYV

As of 2026 Q1 — sorted by position size

Willis Johnson & Associates, Inc. 3Y 19.99% Higgins & Schmidt Wealth Strategies LLC 16.54% BALANCED WEALTH GROUP LLC 16.4% Marathon Mission, Inc. 15.23% Freestate Advisors LLC 3Y 15.16% Octavia Wealth Advisors, LLC 3Y 14.73% Whitcomb & Hess, Inc. 3Y 12.72% Choice Wealth Advisors LLC 3Y 12.05% Breachway Investments LLC 11.19% VISIONARY HORIZONS, LLC 10.84%

FAQ About Byrne Asset Management LLC and SPYV

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

How long has Byrne Asset Management LLC reported owning SPYV?

Byrne Asset Management LLC reported SPYV across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPYV position in Byrne Asset Management LLC's portfolio?

The largest reported portfolio weight for SPYV was 0.13% in 2024 Q1.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2026 Q1, when Byrne Asset Management LLC reported 172 shares, equal to 0.03% of portfolio, with an estimated market value of $50K.

What does the chart on this SPYV ownership page compare?

The chart compares Byrne Asset Management LLC's quarterly SPYV 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.

How well did Byrne Asset Management LLC time their SPYV position?

Based on 13F filing dates vs. subsequent SPYV price moves, Byrne Asset Management LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SPYV relative to SPY over the holding period was -7.1%.

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