MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in CVS — CVS HEALTH Corp

CIK 1607355 GLASTONBURY, CT

Position in CVS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$236,176

+$72,211 QoQ

Shares Held

2,283

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,624

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $1,604,500 across 4 Healthcare Plans names. CVS ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,268	$1,358,278
2	CVS	CVS HEALTH Corp This page	2,283	$236,176
3	ELV	Elevance Health, Inc.	16	$6,187
4	CI	Cigna Group	14	$3,859

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,176	2,283	0.0%	Shares	Sole	2026-08-13
2026-03-31	$163,965	2,283	+28.0%	Shares	Sole	2026-05-11
2025-12-31	$141,498	1,783	0.0%	Shares	Sole	2026-02-12
2025-09-30	$134,420	1,783	0.0%	Shares	Sole	2025-11-13
2025-06-30	$122,991	1,783	0.0%	Shares	Sole	2025-08-06
2025-03-31	$120,798	1,783	-10.1%	Shares	Sole	2025-05-13
2024-12-31	$89,016	1,983	-59.9%	Shares	Sole	2025-02-12
2024-09-30	$311,193	4,949	-5.7%	Shares	Sole	2024-11-14
2024-06-30	$310,005	5,249	+46.9%	Shares	Sole	2024-08-12
2024-03-31	$284,902	3,572	-2.7%	Shares	Sole	2024-05-10
2023-12-31	$289,941	3,672	-13.0%	Shares	Sole	2024-02-09
2023-09-30	$294,780	4,222	-59.6%	Shares	Sole	2023-11-13
2023-06-30	$722,685	10,454	-0.0%	Shares	Sole	2023-08-10
2023-03-31	$776,911	10,455	-1.9%	Shares	Sole	2023-05-11
2022-12-31	$992,939	10,655	-2.7%	Shares	Sole	2023-02-14
2022-09-30	$1,044,778	10,955	-1.8%	Shares	Sole	2022-11-09
2022-06-30	$1,033,622	11,155	-3.5%	Shares	Sole	2022-08-11
2022-03-31	$1,169,481	11,555	+10.3%	Shares	Sole	2022-05-12
2021-12-31	$1,080,601	10,475	+6.8%	Shares	Sole	2022-02-11
2021-09-30	$832,391	9,809	0.0%	Shares	Sole	2021-11-10
2021-06-30	$818,462	9,809	-0.8%	Shares	Sole	2021-08-12
2021-03-31	$744,175	9,892	-26.3%	Shares	Sole	2021-05-11
2020-12-31	$917,132	13,428	-3.8%	Shares	Sole	2021-02-11
2020-09-30	$815,322	13,961	-52.5%	Shares	Sole	2020-11-12
2020-06-30	$1,910,767	29,410	-17.9%	Shares	Sole	2020-08-10
2020-03-31	$2,124,369	35,806	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.