Position in CVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$808,461
+$270,745 QoQ
Shares Held
7,815
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,056
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, 2026Summit Financial Wealth Advisors, LLC holds $18,345,829 across 3 Healthcare Plans names. CVS ranks #2 (4.4% of the industry book) .
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,461 | 7,815 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $537,716 | 7,487 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $670,115 | 8,444 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $788,353 | 10,457 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $667,726 | 9,680 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $704,803 | 10,403 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $466,990 | 10,403 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,002,810 | 15,948 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,265,242 | 21,423 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,490,235 | 18,684 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,586,622 | 20,094 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,463,287 | 20,958 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,264,595 | 18,293 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,316,996 | 17,723 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,796,516 | 19,278 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,871,922 | 19,628 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,752,015 | 18,908 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,039,381 | 20,150 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,206,386 | 21,388 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,006,769 | 23,648 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,951,160 | 23,384 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,623,839 | 21,585 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,461,688 | 21,401 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,512,151 | 25,893 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,956,441 | 30,113 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,189,217 | 36,899 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||