Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,483
+$4,429 QoQ
Shares Held
140
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,942
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, 2026LFA - Lugano Financial Advisors SA holds $14,483 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
|
140 | $14,483 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,483 | 140 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,054 | 140 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,110 | 140 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $75,390 | 1,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $78,637 | 1,140 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $77,235 | 1,140 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $65,898 | 1,468 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $92,307 | 1,468 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $77,722 | 1,316 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $25,204 | 316 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,237 | 79 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $28,696 | 411 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $107,497 | 1,555 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $111,316 | 1,498 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $444,702 | 4,772 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $878,834 | 9,215 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $444,490 | 4,797 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $485,504 | 4,797 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $494,858 | 4,797 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $407,073 | 4,797 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $400,261 | 4,797 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $360,878 | 4,797 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $327,635 | 4,797 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $258,011 | 4,418 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $287,037 | 4,418 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $262,119 | 4,418 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||