Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$280,039
+$61,720 QoQ
Shares Held
2,707
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,522
of 2,054 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $2,457,633 across 3 Healthcare Plans names. CVS ranks #3 (11.4% 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 | $280,039 | 2,707 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $218,319 | 2,751 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $206,568 | 2,740 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $414,991 | 5,203 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $390,615 | 4,947 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $376,888 | 5,398 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $416,577 | 6,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $447,643 | 6,024 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $484,215 | 5,196 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $482,286 | 5,057 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,212 | 3,704 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $310,815 | 3,071 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||