Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$293,798
+$89,830 QoQ
Shares Held
2,840
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,503
of 2,059 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Alpha Family Trust holds $2,093,090 across 4 Healthcare Plans names. CVS ranks #3 (14.0% of the industry book) .
All Filings in CVS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,798 | 2,840 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $203,968 | 2,840 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $225,382 | 2,840 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $214,107 | 2,840 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $364,559 | 5,285 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $214,767 | 3,170 | Shares | Defined | 2025-05-13 | |
| 2024-03-31 | $390,824 | 4,900 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $386,904 | 4,900 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $342,118 | 4,900 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $285,161 | 4,125 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $331,422 | 4,460 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $232,975 | 2,500 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $246,054 | 2,580 | Shares | Defined | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||