Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,380,591
+$735,626 QoQ
Shares Held
23,012
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#713
of 2,054 holders
Holding Since
Dec 2023
11 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, 2026LifePlan Financial, LLC holds $2,380,591 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
|
23,012 | $2,380,591 |
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,380,591 | 23,012 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,644,965 | 22,904 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,850,595 | 23,319 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,695,219 | 22,486 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,439,336 | 20,866 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,286,843 | 18,994 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $945,518 | 21,063 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,379,398 | 21,937 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,155,331 | 19,562 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,460,485 | 18,311 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,580,700 | 20,019 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||