Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$67,345
+$20,591 QoQ
Shares Held
651
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,824
of 2,054 holders
Holding Since
Dec 2020
23 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, 2026WOLFF WIESE MAGANA LLC holds $208,692 across 5 Healthcare Plans names. CVS ranks #2 (32.3% of the industry book) .
All Filings in CVS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,345 | 651 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $46,754 | 651 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $51,663 | 651 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $49,078 | 651 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $44,905 | 651 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $66,598 | 983 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $44,530 | 992 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $95,388 | 1,517 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $84,396 | 1,429 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $95,871 | 1,202 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $93,962 | 1,190 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $284,376 | 4,073 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,517,265 | 21,948 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,485,382 | 19,989 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,589,914 | 17,061 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,681,944 | 17,636 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,608,576 | 17,360 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,681,198 | 16,611 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,656,955 | 16,062 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $1,338,835 | 15,777 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $1,426,322 | 17,094 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $1,293,278 | 17,191 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $1,168,954 | 17,115 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||