CFS Investment Advisory Services, LLC

Position in CVS — CVS HEALTH Corp

CIK 1845688 TOTOWA, NJ

Position in CVS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$477,628

+$147,400 QoQ

Shares Held

4,617

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,259

of 2,051 holders

Holding Since

Mar 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $3,073,608 across 3 Healthcare Plans names. CVS ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,180	$2,152,963
2	CVS	CVS HEALTH Corp This page	4,617	$477,628
3	CI	Cigna Group	1,607	$443,017

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$477,628	4,617	+0.4%	Shares	Sole	2026-07-16
2026-03-31	$330,228	4,598	+11.7%	Shares	Sole	2026-04-29
2025-12-31	$326,566	4,115	+0.2%	Shares	Sole	2026-02-10
2025-09-30	$309,475	4,105	-96.3%	Shares	Sole	2025-10-31
2022-03-31	$1,000	109,712	—	Shares	Sole	2022-05-27
No filing history on record for this holder in this stock.