Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership2,443 shares
Latest Disclosed Value $ 715,188
Heritage Wealth Advisors reports 7.15% decrease in ownership of ELV / Elevance Health, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 2,443 shares of Elevance Health, Inc. (AT:ELV) valued at $715,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,631 shares of Elevance Health, Inc.. This represents a change in shares of -7.15% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Elevance Health COM 036752103 2,443 -188 -7.15 715 -22.45 0.0279
2026-02-13 2025-12-31 13F Elevance Health COM 036752103 2,631 -162 -5.80 922 2.22 0.0352
2025-11-13 2025-09-30 13F Elevance Health COM 036752103 2,793 0 0.00 902 -16.94 0.0395
2025-08-11 2025-06-30 13F Elevance Health COM 036752103 2,793 0 0.00 1,086 -10.54 0.0516
2025-05-08 2025-03-31 13F Elevance Health COM 036752103 2,793 -1,459 -34.31 1,215 -22.58 0.0615
2025-02-12 2024-12-31 13F Anthem COM 036752103 4,252 -221 -4.94 1,569 -32.56 0.0778
2024-11-12 2024-09-30 13F Anthem COM 036752103 4,473 1 0.02 2,326 -4.04 0.1091
2024-12-12 2024-06-30 13F/A-1 Anthem COM 036752103 4,472 0 0.00 2,423 4.48 0.1094
2024-08-06 2024-06-30 13F Anthem COM 036752103 4,472 0 2,423 0.1094
2024-12-12 2024-03-31 13F/A-1 Anthem COM 036752103 4,472 0 0.00 2,319 10.01 0.1058
2024-05-08 2024-03-31 13F Anthem COM 036752103 4,472 0 2,319 0.1062
2024-12-12 2023-12-31 13F/A-1 Anthem COM 036752103 4,472 -527 -10.54 2,109 -3.12 0.1049
2024-02-12 2023-12-31 13F Anthem COM 036752103 4,494 -505 2,119 0.1056
2024-12-12 2023-09-30 13F/A-1 Anthem COM 036752103 4,999 -148 -2.88 2,177 -4.81 0.1187
2023-11-09 2023-09-30 13F Anthem COM 036752103 4,999 -148 2,177 0.1187
2024-12-12 2023-06-30 13F/A-1 Anthem COM 036752103 5,147 5 0.10 2,287 -3.30 0.1210
2023-08-09 2023-06-30 13F Anthem COM 036752103 5,147 5 2,287 0.1210
2023-05-04 2023-03-31 13F Anthem COM 036752103 5,142 69 1.36 2,364 -9.15 0.1317
2024-12-12 2022-12-31 13F/A-1 Anthem COM 036752103 5,073 105 2.11 2,602 15.34 0.1507
2023-02-07 2022-12-31 13F Anthem COM 036752103 5,073 105 2,602 0.1507
2024-12-12 2022-09-30 13F/A-1 Anthem COM 036752103 4,968 1,096 28.31 2,257 225,500.00 0.1637
2022-11-10 2022-09-30 13F Anthem COM 036752103 4,968 1,096 2 0.1637
2022-08-04 2022-06-30 13F Anthem COM 036752103 3,872 351 9.97 2 0.00 0.1299
2022-05-11 2022-03-31 13F Anthem COM 036752103 3,521 0 0.00 2 0.00 0.0957
2022-03-28 2021-12-31 13F/A-1 Anthem COM 036752103 3,521 0 0.00 2 -99.92 0.0896
2022-02-02 2021-12-31 13F Anthem COM 036752103 3,521 0 1,632 0.0896
2021-11-02 2021-09-30 13F Anthem COM 036752103 3,521 1,500 74.22 1,313 70.17 0.0804
2021-08-09 2021-06-30 13F/A-1 Anthem COM 036752103 2,021 -1,234 -37.91 772 -33.99 0.0475
2021-07-27 2021-06-30 13F Anthem COM 036752103 3,398 143 1,091 0.0682
2021-04-27 2021-03-31 13F Anthem COM 036752103 3,255 -143 -4.21 1,168 7.06 0.0704
2021-02-01 2020-12-31 13F Anthem COM 036752103 3,398 2,635 345.35 1,091 434.80 0.0682
2020-11-03 2020-09-30 13F Anthem COM 036752103 763 50 7.01 205 9.09 0.0265
2020-07-17 2020-06-30 13F/A-1 Anthem COM 036752103 713 0 0.00 187 16.15 0.0262
2020-07-17 2020-06-30 13F Anthem COM 036752103 104 -609 187 26,168.6690
2020-05-05 2020-03-31 13F Anthem COM 036752103 713 100 16.31 162 -12.97 0.0290
2020-02-04 2019-12-31 13F Anthem COM 036752103 613 -100 -14.03 185 8.19 0.0244
2019-10-30 2019-09-30 13F Anthem COM 036752103 713 -1 -0.14 171 -14.93 0.0252
2019-08-05 2019-06-30 13F Anthem COM 036752103 714 234 48.75 201 46.72 0.0309
2019-05-06 2019-03-31 13F Anthem COM 036752103 480 0 0.00 138 8.73 0.0226
2019-01-26 2018-12-31 13F Anthem COM 036752103 480 0 0.00 126 -3.82 0.0246
2018-11-14 2018-09-30 13F Anthem COM 036752103 480 480 131 0.0257
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.