Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,690
+$6,326 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,931
of 2,054 holders
Holding Since
Sep 2024
8 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, 2026Atlantic Private Wealth, LLC holds $312,272 across 3 Healthcare Plans names. CVS ranks #2 (6.6% of the industry book) .
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,690 | 200 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,364 | 200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,665 | 210 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,078 | 200 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,796 | 200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,550 | 200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,978 | 200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,576 | 200 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||