Position in CVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$30,207
+$23,241 QoQ
Shares Held
292
+201.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,902
of 2,054 holders
Holding Since
Dec 2021
15 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, 2026Beaird Harris Wealth Management, LLC holds $281,972 across 4 Healthcare Plans names. CVS ranks #3 (10.7% of the industry book) .
All Filings in CVS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,207 | 292 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,966 | 97 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,697 | 97 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $7,312 | 97 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,863 | 85 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,506 | 37 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,660 | 37 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,326 | 37 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $11,221 | 190 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,546 | 57 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,474 | 44 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $1,675 | 24 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $39,605 | 425 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $7,995 | 79 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $309,480 | 3,000 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||