Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,103
+$5,535 QoQ
Shares Held
175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,933
of 2,051 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026DHJJ Financial Advisors, Ltd. holds $62,279 across 3 Healthcare Plans names. CVS ranks #2 (29.1% of the industry book) .
All Filings in CVS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,103 | 175 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,568 | 175 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $13,808 | 174 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,117 | 174 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $11,933 | 173 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $11,720 | 173 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $7,721 | 172 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,815 | 172 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $10,158 | 172 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,718 | 172 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $13,581 | 172 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $12,009 | 172 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||