Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$62,690
+$19,168 QoQ
Shares Held
606
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,836
of 2,054 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 32%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Pinnacle Bancorp, Inc. holds $739,247 across 5 Healthcare Plans names. CVS ranks #2 (8.5% 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 | $62,690 | 606 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $43,522 | 606 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $96,739 | 1,219 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $91,900 | 1,219 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $32,282 | 468 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $51,896 | 766 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $86,727 | 1,932 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $211,905 | 3,370 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $201,099 | 3,405 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $287,534 | 3,605 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $284,650 | 3,605 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $241,228 | 3,455 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $233,037 | 3,371 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $245,074 | 3,298 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $302,681 | 3,248 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $252,253 | 2,645 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $246,012 | 2,655 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $253,531 | 2,505 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $236,236 | 2,290 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $187,964 | 2,215 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $173,304 | 2,077 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $160,014 | 2,127 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $130,589 | 1,912 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $111,660 | 1,912 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $102,977 | 1,585 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $91,961 | 1,550 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||