Position in CVS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$481,042
+$147,079 QoQ
Shares Held
4,650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#1,257
of 2,054 holders
Holding Since
Dec 2021
8 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, 2026Denver PWM, LLC holds $481,042 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
4,650 | $481,042 |
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,042 | 4,650 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $333,963 | 4,650 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $409,656 | 5,162 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $389,163 | 5,162 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $356,074 | 5,162 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $254,672 | 3,759 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $404 | 9 | Shares | Sole | 2025-02-04 | |
| 2021-12-31 | $212,922 | 2,064 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||