Position in CVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,237,882
+$290,562 QoQ
Shares Held
11,966
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#885
of 2,051 holders
Holding Since
Jun 2025
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, 2026PKS Advisory Services, LLC holds $2,232,052 across 3 Healthcare Plans names. CVS ranks #1 (55.5% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,237,882 | 11,966 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $947,320 | 11,937 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $904,227 | 11,994 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $824,242 | 11,949 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||