RIK SAYLOR FINANCIAL, INC. ELV — ELEVANCE HEALTH INC

Ownership history in RIK SAYLOR FINANCIAL, INC.  ·  5 quarters on record

AI Ownership Summary

RIK SAYLOR FINANCIAL, INC. reported ELEVANCE HEALTH INC (ELV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.23% in 2025 Q1. The latest visible filing shows ELV at 0.17% 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.

What this ELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RIK SAYLOR FINANCIAL, INC.'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
2025 Q4

ELV was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

ELV stock page RIK SAYLOR FINANCIAL, INC. fund profile RIK SAYLOR FINANCIAL, INC. full holdings
How RIK SAYLOR FINANCIAL, INC. 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 680 — 0% 0.17% $238K 2026-02-12 $332.63
2025 Q3 UNCHANGED — — — 680 — 0% 0.16% $220K 2025-11-04 $311.80
2025 Q2 ADDED — — — 680 +70 +11.5% 0.20% $264K 2025-07-28 $280.10
2025 Q1 UNCHANGED — — — 610 — 0% 0.23% $265K 2025-05-01 $398.15
2024 Q4 INITIATED — — — 610 — — 0.21% $225K 2025-01-27 $399.34

🏢 Other funds also holding ELV

As of 2026 Q2 — sorted by position size

Maj Invest Holding A/S 3Y 7Y 4.04% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.18% Allen Mooney & Barnes Investment Advisors LLC 2.73% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 1.63% Peoples Bank/KS 1.11% Palouse Capital Management, Inc. 3Y 7Y 1.1% ROCKLAND TRUST CO 3Y 7Y 1.04% Chemistry Wealth Management LLC 3Y 0.95% DAVENPORT & Co LLC 3Y 7Y 0.84% HF Advisory Group, LLC 3Y 0.81%

FAQ About RIK SAYLOR FINANCIAL, INC. and ELV

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

How long has RIK SAYLOR FINANCIAL, INC. reported owning ELV?

RIK SAYLOR FINANCIAL, INC. reported ELV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ELV position in RIK SAYLOR FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for ELV was 0.23% in 2025 Q1.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2025 Q4, when RIK SAYLOR FINANCIAL, INC. reported 680 shares, equal to 0.17% of portfolio, with an estimated market value of $238K.

What does the chart on this ELV ownership page compare?

The chart compares RIK SAYLOR FINANCIAL, INC.'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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