Position in CVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$206
-$21,340 QoQ
Shares Held
2
-99.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,048
of 2,054 holders
Holding Since
Sep 2021
4 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, 2026Cranbrook Wealth Management, LLC holds $33,443 across 3 Healthcare Plans names. CVS ranks #3 (0.6% of the industry book) .
All Filings in CVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206 | 2 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,546 | 300 | Shares | Sole | 2026-04-15 | |
| 2021-12-31 | $7,840 | 76 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,449 | 76 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||