SEC 13F Intelligence

Bnc Wealth Management, LLC / ELV

Bnc Wealth Management, LLC’s Elevance Health Inc Formerly Position

Does Bnc Wealth Management, LLC own Elevance Health Inc Formerly (ELV)? Not currently — the last reported position was 3.6K shares worth $2M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2022
Shares
3.6K
% of Portfolio
+1.09%
Quarters Held
5
position exited

Position History ELV

Reported value by quarter
Q3 ’20: $6,000Q3 ’20Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $2MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20223.6K$2M+1.09%
Q3 20223.6K$2M+0.98%
Q2 20223.7K$2M+0.92%
Q1 20223.9K$2M+0.95%
Q3 202021$6,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of ELV.