SEC 13F Intelligence

Systm Wealth Solutions LLC / ELV

Systm Wealth Solutions LLC’s Elevance Health Inc Formerly Position

Does Systm Wealth Solutions LLC own Elevance Health Inc Formerly (ELV)? Yes — 299 shares worth $155,480 (+4.72% of its 13F portfolio) as of Q3 2024, down from 13.7K shares the prior filed quarter.

Position Value
$155,480
Q3 2024
Shares
299
% of Portfolio
+4.72%
Quarters Held
8
currently held

Position History ELV

Reported value by quarter
Q4 ’22: $7MQ4 ’22Q1 ’23: $6MQ1 ’23Q2 ’23: $5MQ2 ’23Q3 ’23: $6MQ3 ’23Q4 ’23: $7MQ4 ’23Q1 ’24: $9MQ1 ’24Q2 ’24: $7MQ2 ’24Q3 ’24: $155,480Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024299$155,480+4.72%
Q2 202413.7K$7M+1.65%
Q1 202417.7K$9M+1.16%
Q4 202314.6K$7M+0.95%
Q3 202313.5K$6M+0.90%
Q2 202312.2K$5M+0.74%
Q1 202312.8K$6M+0.91%
Q4 202213.4K$7M+0.86%

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