Position in CVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$244,866
+$31,785 QoQ
Shares Held
2,367
-11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,600
of 2,051 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Derivatives in CVS
reported options exposure · as of Sep 30, 2020CallValue
$2,000
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Tempus Wealth Planning, LLC holds $901,561 across 2 Healthcare Plans names. CVS ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,580 | $656,695 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,367 | $244,866 |
All Filings in CVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,866 | 2,367 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $213,081 | 2,685 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $208,453 | 2,765 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $201,973 | 2,928 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $215,309 | 3,178 | Shares | Sole | 2025-05-06 | |
| 2024-06-30 | $254,962 | 4,317 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $221,972 | 2,783 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $552,720 | 7,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $521,834 | 7,474 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $566,727 | 8,198 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $574,564 | 7,732 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $602,473 | 6,465 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $540,175 | 5,664 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $608,590 | 6,568 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $706,142 | 6,977 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $969,291 | 9,396 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $818,899 | 9,650 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $799,104 | 9,577 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $539,399 | 7,170 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $444,837 | 6,513 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,000 | 400 | Call | Sole | 2020-11-12 | |
| 2020-09-30 | $367,978 | 6,301 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,994 | 200 | Call | Sole | 2020-08-07 | |
| 2020-06-30 | $350,383 | 5,393 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $312,253 | 5,263 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||