Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$319,970
+$65,153 QoQ
Shares Held
3,093
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,461
of 2,051 holders
Holding Since
Dec 2021
14 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, 2026Resurgent Financial Advisors LLC holds $319,970 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,093 | $319,970 |
All Filings in CVS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,970 | 3,093 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $254,817 | 3,548 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $273,157 | 3,442 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $214,559 | 2,846 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $346,078 | 4,339 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $235,853 | 2,987 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $210,996 | 3,022 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $207,459 | 3,001 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $227,983 | 3,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $475,921 | 5,107 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,073,580 | 11,257 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $460,983 | 4,975 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $635,801 | 6,282 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $328,770 | 3,187 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||