Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$321,315
+$125,319 QoQ
Shares Held
3,106
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,458
of 2,054 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, 2026Sound Income Strategies, LLC holds $1,281,608 across 3 Healthcare Plans names. CVS ranks #3 (25.1% 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 | $321,315 | 3,106 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $195,996 | 2,729 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $228,556 | 2,880 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $206,267 | 2,736 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $191,350 | 2,774 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $142,071 | 2,097 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $91,620 | 2,041 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $150,723 | 2,397 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $131,999 | 2,235 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $218,542 | 2,740 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $210,507 | 2,666 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $158,840 | 2,275 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $159,482 | 2,307 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $221,146 | 2,976 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $277,333 | 2,976 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $225,836 | 2,368 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $193,566 | 2,089 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $197,460 | 1,951 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $197,964 | 1,919 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $160,894 | 1,896 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $163,208 | 1,956 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $111,114 | 1,477 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $116,314 | 1,703 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $99,280 | 1,700 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $123,702 | 1,904 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $118,126 | 1,991 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||