Position in CVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$467,697
+$142,999 QoQ
Shares Held
4,521
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,269
of 2,054 holders
Holding Since
Mar 2020
26 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, 2026Keystone Financial Planning, Inc. holds $467,697 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
4,521 | $467,697 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,697 | 4,521 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $324,698 | 4,521 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $358,786 | 4,521 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $340,838 | 4,521 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $311,858 | 4,521 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $306,297 | 4,521 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $202,947 | 4,521 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $284,280 | 4,521 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $267,010 | 4,521 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $364,582 | 4,571 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $360,926 | 4,571 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $319,147 | 4,571 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $315,993 | 4,571 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $339,671 | 4,571 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $495,677 | 5,319 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $525,107 | 5,506 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $491,561 | 5,305 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $536,919 | 5,305 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $555,207 | 5,382 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $473,773 | 5,583 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $465,845 | 5,583 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $420,009 | 5,583 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $381,318 | 5,583 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $326,047 | 5,583 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $362,727 | 5,583 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $417,267 | 7,033 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||