Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$183,623
+$56,143 QoQ
Shares Held
1,775
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,727
of 2,054 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Legacy Bridge, LLC holds $190,273 across 2 Healthcare Plans names. CVS ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
1,775 | $183,623 | |
| 2 | UNH |
Unitedhealth Group Inc
|
16 | $6,650 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,623 | 1,775 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $127,480 | 1,775 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $152,212 | 1,918 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $133,817 | 1,775 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $122,439 | 1,775 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $113,481 | 1,675 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $75,190 | 1,675 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $105,324 | 1,675 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $140,267 | 2,375 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $189,430 | 2,375 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $187,530 | 2,375 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $200,034 | 2,865 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $198,057 | 2,865 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $212,898 | 2,865 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $266,989 | 2,865 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $273,235 | 2,865 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $265,470 | 2,865 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $289,966 | 2,865 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $340,943 | 3,305 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $280,462 | 3,305 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $284,530 | 3,410 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $293,697 | 3,904 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $277,229 | 4,059 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $237,045 | 4,059 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $268,585 | 4,134 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $289,233 | 4,875 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||