Position in CVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$256,245
+$14,753 QoQ
Shares Held
2,477
-18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,572
of 2,054 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026First Heartland Consultants, Inc. holds $648,599 across 2 Healthcare Plans names. CVS ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
944 | $392,354 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,477 | $256,245 |
All Filings in CVS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,245 | 2,477 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $241,492 | 3,043 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $229,034 | 3,038 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $207,284 | 3,005 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $268,899 | 3,969 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $287,424 | 4,571 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $275,160 | 4,659 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $334,513 | 4,194 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $405,143 | 5,131 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $378,005 | 5,414 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $374,062 | 5,411 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $448,163 | 6,031 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $621,670 | 6,671 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $648,134 | 6,796 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $554,384 | 5,983 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $609,284 | 6,020 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $603,795 | 5,853 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $449,842 | 5,301 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $422,289 | 5,061 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $515,175 | 6,848 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $255,237 | 3,737 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $928,929 | 15,657 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||