Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,965
+$4,805 QoQ
Shares Held
77
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,970
of 2,051 holders
Holding Since
Mar 2025
5 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, 2026High Note Wealth, LLC holds $2,680,451 across 7 Healthcare Plans names. CVS ranks #5 (0.3% of the industry book) .
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,965 | 77 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,160 | 44 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,999 | 63 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $603 | 8 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $271 | 4 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||