HORIZON FINANCIAL SERVICES, LLC

Position in CVS — CVS HEALTH Corp

CIK 1674020 WINSTON SALEM, NC

Position in CVS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$25,655

+$8,347 QoQ

Shares Held

248

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,911

of 2,051 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

HORIZON FINANCIAL SERVICES, LLC holds $581,259 across 5 Healthcare Plans names. CVS ranks #2 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,295	$538,240
2	CVS	CVS HEALTH Corp This page	248	$25,655
3	HUM	Humana Inc	31	$12,313
4	ELV	Elevance Health, Inc.	9	$3,480
5	ALHC	Alignment Healthcare, Inc.	66	$1,571

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,655	248	+2.9%	Shares	Sole	2026-07-20
2026-03-31	$17,308	241	+84.0%	Shares	Sole	2026-04-15
2025-12-31	$10,396	131	0.0%	Shares	Sole	2026-01-12
2025-09-30	$9,876	131	-64.7%	Shares	Sole	2025-11-12
2025-06-30	$25,591	371	+6.0%	Shares	Sole	2025-08-12
2025-03-31	$23,712	350	+7.7%	Shares	Sole	2025-05-07
2024-12-31	$14,589	325	0.0%	Shares	Sole	2025-02-12
2024-09-30	$20,436	325	0.0%	Shares	Sole	2024-11-13
2024-06-30	$19,194	325	0.0%	Shares	Sole	2024-08-15
2024-03-31	$25,922	325	+1377.3%	Shares	Sole	2024-04-26
2021-12-31	$2,269	22	0.0%	Shares	Sole	2022-01-31
2021-09-30	$1,866	22	0.0%	Shares	Sole	2021-10-22
2021-06-30	$1,835	22	0.0%	Shares	Sole	2021-07-22
2021-03-31	$1,655	22	0.0%	Shares	Sole	2021-04-21
2020-12-31	$1,502	22	0.0%	Shares	Sole	2021-01-19
2020-09-30	$1,284	22	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.