Heritage Wealth Advisors

Position in CI — Cigna Group

CIK 1591122 RICHMOND, VA

Position in CI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$88,493

+$2,867 QoQ

Shares Held

321

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,412

of 1,682 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $1,134,419 across 4 Healthcare Plans names. CI ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	2,347	$907,655
2	CVS	CVS HEALTH Corp	1,200	$124,140
3	CI	Cigna Group This page	321	$88,493
4	UNH	Unitedhealth Group Inc	34	$14,131

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,493	321	0.0%	Shares	Sole	2026-08-14
2026-03-31	$85,626	321	-68.3%	Shares	Sole	2026-05-14
2025-12-31	$278,807	1,013	0.0%	Shares	Sole	2026-02-13
2025-09-30	$291,997	1,013	0.0%	Shares	Sole	2025-11-13
2025-06-30	$334,877	1,013	0.0%	Shares	Sole	2025-08-11
2025-03-31	$333,277	1,013	-9.0%	Shares	Sole	2025-05-08
2024-12-31	$307,343	1,113	-11.9%	Shares	Sole	2025-02-12
2024-09-30	$437,553	1,263	0.0%	Shares	Sole	2024-11-12
2024-06-30	$417,509	1,263	0.0%	Shares	Sole	2024-12-12
2024-03-31	$458,708	1,263	-3.9%	Shares	Sole	2024-12-12
2023-12-31	$393,477	1,314	+4.0%	Shares	Sole	2024-12-12
2023-09-30	$361,592	1,264	-3.7%	Shares	Sole	2024-12-12
2023-06-30	$368,147	1,312	0.0%	Shares	Sole	2024-12-12
2023-03-31	$335,255	1,312	-7.1%	Shares	Sole	2023-05-04
2022-12-31	$467,852	1,412	-0.4%	Shares	Sole	2024-12-12
2022-09-30	$393,174	1,417	0.0%	Shares	Sole	2024-12-12
2022-06-30	$373,407	1,417	+26.9%	Shares	Sole	2022-08-04
2022-03-31	$267,644	1,117	-20.4%	Shares	Sole	2022-05-11
2021-12-31	$322,170	1,403	-0.4%	Shares	Sole	2022-03-28
2021-09-30	$281,825	1,408	0.0%	Shares	Sole	2021-11-02
2021-06-30	$333,794	1,408	+2.9%	Shares	Sole	2021-08-09
2021-03-31	$330,700	1,368	-2.1%	Shares	Sole	2021-04-27
2020-12-31	$291,035	1,398	+35.5%	Shares	Sole	2021-02-01
2020-09-30	$174,831	1,032	0.0%	Shares	Sole	2020-11-03
2020-06-30	$193,654	1,032	0.0%	Shares	Sole	2020-07-17
2020-03-31	$182,849	1,032	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.