Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$573,319
+$182,547 QoQ
Shares Held
5,542
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,188
of 2,051 holders
Holding Since
Mar 2025
6 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, 2026Allen Capital Group, LLC holds $1,430,696 across 3 Healthcare Plans names. CVS ranks #1 (40.1% of the industry book) .
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,319 | 5,542 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $390,772 | 5,441 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $425,210 | 5,358 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $415,926 | 5,517 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $373,871 | 5,420 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $368,763 | 5,443 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||