Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$48,518
+$19,216 QoQ
Shares Held
469
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,860
of 2,054 holders
Holding Since
Mar 2022
8 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, 2026GoalVest Advisory LLC holds $217,349 across 4 Healthcare Plans names. CVS ranks #3 (22.3% of the industry book) .
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,518 | 469 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $29,302 | 408 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $32,378 | 408 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $406 | 6 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $7,945 | 177 | Shares | Sole | 2025-01-17 | |
| 2023-12-31 | $3,790 | 48 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $558 | 8 | Shares | Sole | 2023-10-10 | |
| 2022-03-31 | $1,619 | 16 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||