Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,965
+$7,021 QoQ
Shares Held
222
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,916
of 2,051 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $147,942 across 3 Healthcare Plans names. CVS ranks #3 (15.5% of the industry book) .
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,965 | 222 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,944 | 222 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,617 | 222 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,736 | 222 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,313 | 222 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,040 | 222 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,965 | 222 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||