Gleason Group, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1822632 PROSPECT, KY

Position in CVS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$6,413

-$2,268 QoQ

Shares Held

-57.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,989

of 2,054 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Gleason Group, Inc. holds $114,327 across 3 Healthcare Plans names. CVS ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	1,079	$69,261
2	UNH	Unitedhealth Group Inc	93	$38,653
3	CVS	CVS HEALTH Corp This page	62	$6,413

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,413	62	-57.8%	Shares	Sole	2026-07-13
2024-06-30	$8,681	147	+157.9%	Shares	Sole	2024-07-12
2023-03-31	$4,235	57	+1.8%	Shares	Sole	2023-04-14
2022-12-31	$5,218	56	0.0%	Shares	Sole	2023-01-11
2022-09-30	$5,340	56	+1.8%	Shares	Sole	2022-10-11
2022-06-30	$5,096	55	0.0%	Shares	Sole	2022-07-13
2022-03-31	$5,566	55	0.0%	Shares	Sole	2022-04-22
2021-12-31	$5,673	55	+1.9%	Shares	Sole	2022-01-18
2021-09-30	$4,582	54	0.0%	Shares	Sole	2021-10-12
2021-06-30	$4,505	54	0.0%	Shares	Sole	2021-07-27
2021-03-31	$4,062	54	+1.9%	Shares	Sole	2021-04-14
2020-12-31	$3,619	53	0.0%	Shares	Sole	2021-01-28
2020-09-30	$3,095	53	+1.9%	Shares	Sole	2020-10-15
2020-06-30	$3,378	52	0.0%	Shares	Sole	2020-08-27
2020-03-31	$3,085	52	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.