Position in CVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$55,345
+$16,922 QoQ
Shares Held
535
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,844
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, 2026ATWOOD & PALMER INC holds $193,553 across 4 Healthcare Plans names. CVS ranks #3 (28.6% of the industry book) .
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,345 | 535 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $38,423 | 535 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $42,457 | 535 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $40,333 | 535 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $56,563 | 820 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $55,555 | 820 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $11,222 | 250 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $330,120 | 5,250 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $310,065 | 5,250 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $418,740 | 5,250 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $414,540 | 5,250 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $366,555 | 5,250 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $362,932 | 5,250 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $390,127 | 5,250 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $489,247 | 5,250 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $500,692 | 5,250 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $486,465 | 5,250 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $535,805 | 5,294 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $573,982 | 5,564 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $472,161 | 5,564 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $441,731 | 5,294 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $441,675 | 5,871 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $363,356 | 5,320 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $292,000 | 5,000 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $336,869 | 5,185 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $307,626 | 5,185 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||