DCM Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1839498 NEW YORK, NY

Position in CVS

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

Position Value

$7,699,059

+$2,515,882 QoQ

Shares Held

74,423

+3.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.02%

of 13F equity value

Holder Rank

#435

of 2,054 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

DCM Advisors, LLC holds $7,699,059 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp This page	74,423	$7,699,059

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,699,059	74,423	+3.1%	Shares	Sole	2026-08-13
2026-03-31	$5,183,177	72,169	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$5,772,884	72,743	0.0%	Shares	Sole	2026-02-18
2025-09-30	$5,484,094	72,743	-3.8%	Shares	Sole	2025-11-13
2025-06-30	$5,217,440	75,637	+7.1%	Shares	Sole	2025-08-15
2025-03-31	$4,783,827	70,610	-13.4%	Shares	Sole	2025-05-19
2024-12-31	$3,659,881	81,530	+15.5%	Shares	Sole	2025-02-18
2024-09-30	$4,439,956	70,610	0.0%	Shares	Sole	2024-11-14
2024-06-30	$4,170,226	70,610	+2.6%	Shares	Sole	2024-08-15
2024-03-31	$5,491,795	68,854	-14.4%	Shares	Sole	2024-05-16
2023-12-31	$6,352,174	80,448	+108.0%	Shares	Sole	2024-02-15
2023-09-30	$2,700,428	38,677	-4.6%	Shares	Sole	2023-11-14
2023-06-30	$2,803,152	40,549	-38.2%	Shares	Sole	2023-09-12
2023-03-31	$4,872,209	65,566	+1.2%	Shares	Sole	2023-09-12
2022-12-31	$6,036,382	64,775	+58.3%	Shares	Sole	2023-09-11
2022-09-30	$3,901,872	40,913	-2.4%	Shares	Sole	2023-09-11
2022-06-30	$3,884,677	41,924	+0.5%	Shares	Sole	2022-08-15
2022-03-31	$4,222,278	41,718	-3.6%	Shares	Sole	2022-05-09
2021-12-31	$4,462,598	43,259	+108.7%	Shares	Sole	2022-02-11
2021-09-30	$1,758,723	20,725	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.