Position in CVS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$382,010
-$25,323 QoQ
Shares Held
5,319
+21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
2 quarters on record
Voting authority
Sole 57%
Shared 43%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
All Filings in CVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $382,010 | 5,319 | Shares | Sole | 2026-05-14 | |
| 2022-06-30 | $407,333 | 4,396 | Shares | Sole | 2022-08-19 | |
| No filing history on record for this holder in this stock. | ||||||