Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership763 shares
Latest Disclosed Value $ 223,222
Pinnacle Wealth Planning Services, Inc. reports 4.27% decrease in ownership of ELV / Elevance Health, Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 763 shares of Elevance Health, Inc. (AT:ELV) valued at $223,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 797 shares of Elevance Health, Inc.. This represents a change in shares of -4.27% 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)
2026-05-11 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 763 -34 -4.27 223 -20.07 0.0231
2026-02-13 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 797 -12 -1.48 279 6.90 0.0292
2025-11-13 2025-09-30 13F ELEVANCE HEALTH COM 036752103 809 -111 -12.07 261 -26.89 0.0306
2025-08-11 2025-06-30 13F ELEVANCE HEALTH COM 036752103 920 172 22.99 358 9.85 0.0471
2025-05-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 748 42 5.95 325 25.00 0.0489
2025-02-27 2024-12-31 13F/A-1 ELEVANCE HEALTH COM 036752103 706 -343 -32.70 260 -52.29 0.0391
2025-02-06 2024-12-31 13F ELEVANCE HEALTH COM 036752103 706 -343 260 0.0364
2024-11-13 2024-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,049 0 0.00 545 -4.05 0.0741
2024-08-09 2024-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,049 -1 -0.10 568 4.41 0.0812
2024-05-10 2024-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,050 2 0.19 544 10.12 0.0798
2024-02-08 2023-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,048 -6 -0.57 494 7.86 0.0776
2023-11-08 2023-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,054 -32 -2.95 459 -4.98 0.0756
2023-08-07 2023-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,086 -301 -21.70 482 -24.33 0.0779
2023-05-03 2023-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,387 4 0.29 638 -10.16 0.1060
2023-02-13 2022-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,383 96 7.46 709 21.40 0.1260
2022-11-09 2022-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,287 0 0.00 584 -5.96 0.1080
2022-08-03 2022-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,287 -36 -2.72 621 -4.46 0.1116
2022-04-20 2022-03-31 13F ANTHEM INC COM Stock 036752103 1,323 0 0.00 650 5.86 0.1184
2022-01-21 2021-12-31 13F ANTHEM INC COM Stock 036752103 1,323 169 14.64 614 42.79 0.1199
2021-10-29 2021-09-30 13F ANTHEM INC COM Stock 036752103 1,154 -33 -2.78 430 -5.08 0.0950
2021-08-02 2021-06-30 13F ANTHEM INC COM Stock 036752103 1,187 9 0.76 453 7.09 0.1054
2021-04-29 2021-03-31 13F ANTHEM INC COM Stock 036752103 1,178 152 14.81 423 28.18 0.1085
2021-02-12 2020-12-31 13F ANTHEM INC COM Stock 036752103 1,026 22 2.19 330 22.22 0.0788
2020-11-03 2020-09-30 13F ANTHEM INC COM Stock 036752103 1,004 226 29.05 270 31.71 0.0892
2020-07-27 2020-06-30 13F ANTHEM INC COM Stock 036752103 778 -691 -47.04 205 -38.25 0.0666
2020-05-11 2020-03-31 13F ANTHEM INC COM Stock 036752103 1,469 179 13.88 332 -14.65 0.1577
2020-02-07 2019-12-31 13F ANTHEM INC COM Stock 036752103 1,290 310 31.63 389 65.53 0.1830
2019-10-31 2019-09-30 13F ANTHEM INC COM Stock 036752103 980 -154 -13.58 235 -26.56 0.1279
2019-08-06 2019-06-30 13F ANTHEM INC COM Stock 036752103 1,134 346 43.91 320 40.97 0.1931
2019-05-08 2019-03-31 13F ANTHEM INC COM Stock 036752103 788 -481 -37.90 227 -31.83 0.1524
2019-03-01 2018-12-31 13F ANTHEM INC COM Stock 036752103 1,269 -26 -2.01 333 -6.46 0.2131
2019-02-28 2018-09-30 13F ANTHEM INC COM Stock 036752103 1,295 1 0.08 356 15.58 0.3255
2019-02-28 2018-06-30 13F ANTHEM INC COM Stock 036752103 1,294 351 37.22 308 48.08 0.2992
2019-02-28 2018-03-31 13F ANTHEM INC COM Stock 036752103 943 646 217.51 208 210.45 0.2139
2018-02-12 2017-12-31 13F ANTHEM INC COM Stock 036752103 297 297 67 0.1365
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.