Position in CVS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$710,391
+$243,633 QoQ
Shares Held
6,867
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,111
of 2,054 holders
Holding Since
Dec 2021
9 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, 2026Annex Advisory Services, LLC holds $31,331,600 across 3 Healthcare Plans names. CVS ranks #3 (2.3% of the industry book) .
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,391 | 6,867 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $466,758 | 6,499 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $587,502 | 7,403 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $299,738 | 3,758 | Shares | Sole | 2024-04-12 | |
| 2022-12-31 | $1,311,183 | 14,070 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,069,383 | 11,213 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,058,177 | 11,420 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,022,727 | 10,105 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $528,385 | 5,122 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||