Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$307,039
-$9,353 QoQ
Shares Held
2,968
-25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,480
of 2,054 holders
Holding Since
Dec 2021
10 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, 2026Ignite Planners, LLC holds $1,105,879 across 2 Healthcare Plans names. CVS ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,922 | $798,840 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,968 | $307,039 |
All Filings in CVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,039 | 2,968 | Shares | Sole | 2026-07-23 | |
| 2023-12-31 | $316,392 | 4,007 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $362,505 | 5,192 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $327,123 | 4,732 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $511,252 | 6,880 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $608,157 | 6,526 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $570,121 | 5,978 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $477,476 | 5,153 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $694,503 | 6,862 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $655,272 | 6,352 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||