Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$237,417
-$167,073 QoQ
Shares Held
2,295
-59.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,620
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, 2026AMARA FINANCIAL, LLC. holds $237,417 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
|
2,295 | $237,417 |
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,417 | 2,295 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $404,490 | 5,632 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $446,955 | 5,632 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $424,596 | 5,632 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $388,495 | 5,632 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $381,568 | 5,632 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $252,820 | 5,632 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $354,140 | 5,632 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||