Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$340,660
+$103,080 QoQ
Shares Held
3,293
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,434
of 2,059 holders
Holding Since
Jun 2020
24 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, 2026HBW ADVISORY SERVICES LLC holds $5,882,837 across 3 Healthcare Plans names. CVS ranks #3 (5.8% of the industry book) .
All Filings in CVS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,660 | 3,293 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $237,580 | 3,308 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $268,236 | 3,380 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $262,206 | 3,478 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $218,183 | 3,163 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $220,594 | 3,256 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $394,949 | 6,281 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $489,784 | 8,293 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $699,734 | 8,773 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $692,716 | 8,773 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $591,515 | 8,472 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $525,042 | 7,595 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $434,416 | 5,846 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $517,204 | 5,550 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $507,082 | 5,317 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $501,753 | 5,415 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $563,942 | 5,572 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $561,190 | 5,440 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $531,563 | 6,264 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $536,268 | 6,427 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $483,277 | 6,424 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $450,097 | 6,590 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $374,694 | 6,416 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $333,491 | 5,133 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||