Family Legacy, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1706016 GREENVILLE, SC

Position in CVS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$970,050

+$307,870 QoQ

Shares Held

9,377

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#977

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Healthcare · as of Jun 30, 2026

Family Legacy, Inc. holds $9,187,814 across 4 Healthcare Plans names. CVS ranks #4 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,439	$3,507,501
2	ELV	Elevance Health, Inc.	7,435	$2,875,337
3	CI	Cigna Group	6,656	$1,834,926
4	CVS	CVS HEALTH Corp This page	9,377	$970,050

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$970,050	9,377	+1.7%	Shares	Sole	2026-08-06
2026-03-31	$662,180	9,220	-1.2%	Shares	Sole	2026-05-12
2025-12-31	$740,428	9,330	-0.1%	Shares	Sole	2026-02-04
2025-09-30	$703,765	9,335	-0.3%	Shares	Sole	2025-11-13
2025-06-30	$645,652	9,360	-0.2%	Shares	Sole	2025-07-23
2025-03-31	$635,156	9,375	-0.6%	Shares	Sole	2025-04-23
2024-12-31	$423,312	9,430	-9.6%	Shares	Sole	2025-02-12
2024-09-30	$656,215	10,436	-17.1%	Shares	Sole	2024-10-15
2024-06-30	$743,151	12,583	-36.1%	Shares	Sole	2024-07-24
2024-03-31	$1,570,235	19,687	+3.4%	Shares	Sole	2024-04-24
2023-12-31	$1,503,082	19,036	-0.1%	Shares	Sole	2024-01-17
2023-09-30	$1,329,861	19,047	+2.0%	Shares	Sole	2023-10-13
2023-06-30	$1,290,449	18,667	+0.6%	Shares	Sole	2023-08-07
2023-03-31	$1,379,342	18,562	+6.5%	Shares	Sole	2023-05-15
2022-12-31	$1,623,928	17,426	+5.8%	Shares	Sole	2023-02-14
2022-09-30	$1,571,411	16,477	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$1,524,442	16,452	+0.4%	Shares	Sole	2022-07-22
2022-03-31	$1,658,022	16,382	+2.2%	Shares	Sole	2022-04-18
2021-12-31	$1,654,067	16,034	+1.6%	Shares	Sole	2022-01-18
2021-09-30	$1,339,430	15,784	+3.6%	Shares	Sole	2021-10-12
2021-06-30	$1,270,707	15,229	+4.7%	Shares	Sole	2021-07-28
2021-03-31	$1,093,994	14,542	+2.6%	Shares	Sole	2021-04-09
2020-12-31	$967,947	14,172	+1.6%	Shares	Sole	2021-02-08
2020-09-30	$814,680	13,950	+0.8%	Shares	Sole	2020-10-09
2020-06-30	$899,054	13,838	+9.1%	Shares	Sole	2020-07-20
2020-03-31	$752,779	12,688	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.