Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,069
+$3,385 QoQ
Shares Held
107
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,954
of 2,051 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $82,217 across 3 Healthcare Plans names. CVS ranks #3 (13.5% of the industry book) .
All Filings in CVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,069 | 107 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,684 | 107 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,491 | 107 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,066 | 107 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,380 | 107 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,384 | 109 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $164,997 | 2,624 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $151,666 | 2,568 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $195,651 | 2,453 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $211,691 | 2,681 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||