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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in CVS — CVS HEALTH Corp

CIK 1079935 LOS ANGELES, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$261,210
New position
Shares Held
2,525
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,551
of 2,051 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $2,536,653 across 4 Healthcare Plans names. CVS ranks #3 (10.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CVS
CVS HEALTH Corp
This page
2,525 $261,210

All Filings in CVS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $261,210 2,525