Family Legacy, Inc. NHI — NATIONAL HEALTH INVS INC

Ownership history in Family Legacy, Inc.  ·  38 quarters on record

AI Ownership Summary

Family Legacy, Inc. reported NATIONAL HEALTH INVS INC (NHI) in 38 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.26% in 2024 Q3. The latest visible filing shows NHI at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family Legacy, Inc.'s position in NATIONAL HEALTH INVS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NHI was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NHI stock page Family Legacy, Inc. fund profile Family Legacy, Inc. full holdings
How Family Legacy, Inc. held NHI — position size vs. price
% of Fund (quarterly)    NHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 9,340 — 0% 0.19% $712K 2026-08-06 $74.32
2026 Q1 UNCHANGED — — — 9,340 — 0% 0.23% $755K 2026-05-12 $72.51
2025 Q4 UNCHANGED — — — 9,340 — 0% 0.21% $713K 2026-02-04 $78.51
2025 Q3 UNCHANGED — — — 9,340 — 0% 0.23% $743K 2025-11-13 $73.15
2025 Q2 UNCHANGED — — — 9,340 — 0% 0.21% $655K 2025-07-23 $67.07
2025 Q1 REDUCED — — — 9,340 -50 -0.5% 0.24% $690K 2025-04-23 $70.16
2024 Q4 REDUCED — — — 9,390 -12 -0.1% 0.22% $636K 2025-02-12 $60.37
2024 Q3 REDUCED — — — 9,402 -65 -0.7% 0.26% $790K 2024-10-15 $69.79
2024 Q2 REDUCED — — — 9,467 -105 -1.1% 0.23% $641K 2024-07-24 $66.81
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NHI

As of 2026 Q3 — sorted by position size

Pensionfund PDN 3Y 7Y 0.73% Pensionfund Sabic 3Y 7Y 0.73% Sound Income Strategies, LLC 3Y 7Y 0.46% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.07% Trust Co 3Y 7Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Family Legacy, Inc. and NHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Family Legacy, Inc. reported owning NHI?

Family Legacy, Inc. reported NHI across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported NHI position in Family Legacy, Inc.'s portfolio?

The largest reported portfolio weight for NHI was 0.26% in 2024 Q3.

What is the latest reported NHI position on this page?

The most recent filing on this page is 2026 Q2, when Family Legacy, Inc. reported 9,340 shares, equal to 0.19% of portfolio, with an estimated market value of $712K.

What does the chart on this NHI ownership page compare?

The chart compares Family Legacy, Inc.'s quarterly NHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Family Legacy, Inc. time their NHI position?

Based on 13F filing dates vs. subsequent NHI price moves, Family Legacy, Inc. correctly timed 16 out of 31 reported position changes (52%). The annualised alpha on NHI relative to SPY over the holding period was +70.1%.

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