Position in CVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$428,800
-$289,974 QoQ
Shares Held
4,145
-58.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,307
of 2,051 holders
Holding Since
Dec 2025
3 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, 2026Elevated Capital Advisors, LLC holds $1,099,093 across 4 Healthcare Plans names. CVS ranks #2 (39.0% of the industry book) .
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,800 | 4,145 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $718,774 | 10,008 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,935 | 163 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||