Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,369,160
+$507,105 QoQ
Shares Held
13,235
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#852
of 2,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $34,141,434 across 6 Healthcare Plans names. CVS ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
51,931 | $21,584,081 | |
| 2 | ELV |
Elevance Health, Inc.
|
15,946 | $6,166,796 | |
| 3 | MOH |
Molina Healthcare, Inc.
|
11,517 | $2,633,937 | |
| 4 | ALHC |
Alignment Healthcare, Inc.
|
73,537 | $1,750,915 | |
| 5 | CVS |
CVS HEALTH Corp
This page
|
13,235 | $1,369,160 | |
| 6 | CI |
Cigna Group
|
2,309 | $636,545 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,160 | 13,235 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $862,055 | 12,003 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $764,236 | 9,630 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $642,925 | 8,528 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $632,546 | 9,170 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,932,217 | 146,601 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,367,527 | 97,294 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,333,109 | 132,524 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,792,486 | 98,078 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,088,989 | 88,879 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,953,059 | 88,058 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,768,350 | 96,940 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,427,914 | 92,983 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,861,795 | 78,883 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $6,085,586 | 65,303 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,435,994 | 56,999 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,208,140 | 56,207 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,256,948 | 51,941 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,528,860 | 53,595 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,162,562 | 37,268 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,444,236 | 41,278 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $854,988 | 11,365 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $733,132 | 10,734 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $464,805 | 7,959 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $661,329 | 10,179 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $601,902 | 10,145 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||