Position in CVS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$248,928
+$28,863 QoQ
Shares Held
3,466
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 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, 2026HFG Advisors, Inc. holds $233,971 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
605 | $233,971 |
All Filings in CVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,928 | 3,466 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $220,065 | 2,773 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $209,056 | 2,773 | Shares | Sole | 2025-11-12 | |
| 2022-06-30 | $595,433 | 6,426 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $650,375 | 6,426 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $563,872 | 5,466 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||