Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,138
+$2,948 QoQ
Shares Held
40
+166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,005
of 2,054 holders
Holding Since
Mar 2020
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, 2026Lloyd Advisory Services, LLC. holds $55,965 across 2 Healthcare Plans names. CVS ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
188 | $51,827 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
40 | $4,138 |
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,138 | 40 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $1,190 | 15 | Shares | Sole | 2026-02-06 | |
| 2023-09-30 | $477,778 | 6,843 | Shares | Other | 2023-11-13 | |
| 2022-03-31 | $49,896 | 493 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $58,904 | 571 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $48,455 | 571 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $50,648 | 607 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $45,664 | 607 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $4,644 | 68 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,971 | 68 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $2,788 | 47 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||