Koss-Olinger Consulting, LLC

Position in CVS — CVS HEALTH Corp

CIK 1861163 GAINESVILLE, FL

Position in CVS

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$397,667

-$63,573 QoQ

Shares Held

5,537

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Koss-Olinger Consulting, LLC holds $373,235 across 1 Healthcare Plans name.

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	898	$373,235

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$397,667	5,537	-4.7%	Shares	Sole	2026-05-07
2025-12-31	$461,240	5,812	-21.7%	Shares	Sole	2026-02-10
2025-09-30	$559,393	7,420	0.0%	Shares	Sole	2025-10-20
2025-06-30	$511,831	7,420	-6.9%	Shares	Sole	2025-08-01
2025-03-31	$539,832	7,968	-72.3%	Shares	Sole	2025-05-12
2024-12-31	$1,289,195	28,719	-17.7%	Shares	Sole	2025-02-11
2024-09-30	$2,193,505	34,884	-5.8%	Shares	Sole	2024-10-21
2024-06-30	$2,186,696	37,025	+63.8%	Shares	Sole	2024-08-06
2023-12-31	$1,784,732	22,603	+49.3%	Shares	Sole	2024-02-13
2023-09-30	$1,056,935	15,138	+78.5%	Shares	Sole	2023-10-11
2023-06-30	$586,222	8,480	+0.6%	Shares	Sole	2023-07-31
2023-03-31	$626,433	8,430	+1.4%	Shares	Sole	2023-05-12
2022-12-31	$774,968	8,316	-17.5%	Shares	Sole	2023-02-14
2022-09-30	$961,138	10,078	-4.8%	Shares	Sole	2022-11-14
2022-06-30	$981,176	10,589	-21.5%	Shares	Sole	2022-07-08
2022-03-31	$1,364,513	13,482	-6.7%	Shares	Sole	2022-05-06
2021-12-31	$1,490,558	14,449	-23.1%	Shares	Sole	2022-02-07
2021-09-30	$1,593,925	18,783	-24.9%	Shares	Sole	2021-11-09
2021-06-30	$2,087,084	25,013	+3.0%	Shares	Sole	2021-08-11
2021-03-31	$1,826,960	24,285	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.