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Disclosery

HB Wealth Management, LLC: ELV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on ELV, newest first. How the timeline and the estimate are built.

HB Wealth Management, LLC held 23,866 ELV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,866 shares
    Change vs previous 13F +3,138 shares

    0.05% of the 13F portfolio, value $9,229,984.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,728 shares
    Change vs previous 13F -4,569 shares

    0.04% of the 13F portfolio, value $6,068,263.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,297 shares
    Change vs previous 13F -1,278 shares

    0.06% of the 13F portfolio, value $8,868,045.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,575 shares
    Change vs previous 13F +4,828 shares

    0.06% of the 13F portfolio, value $8,587,000.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,747 shares
    Change vs previous 13F +1,629 shares

    0.07% of the 13F portfolio, value $8,458,857.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,118 shares
    Change vs previous 13F +5,167 shares

    0.07% of the 13F portfolio, value $8,750,605.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,951 shares
    Change vs previous 13F -719 shares

    0.06% of the 13F portfolio, value $5,515,481.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,670 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,148,618.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).