Position in CVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$186,727
+$74,473 QoQ
Shares Held
1,805
+15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,723
of 2,054 holders
Holding Since
Mar 2020
11 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, 2026Golden State Wealth Management, LLC holds $1,109,199 across 5 Healthcare Plans names. CVS ranks #2 (16.8% of the industry book) .
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,727 | 1,805 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $112,254 | 1,563 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $103,326 | 1,302 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $100,193 | 1,329 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $84,017 | 1,218 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,715 | 291 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,411 | 76 | Shares | Sole | 2025-01-28 | |
| 2021-12-31 | $233,760 | 2,266 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $98,637 | 1,689 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $238,569 | 3,672 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $95,283 | 1,606 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||