Ritter Daniher Financial Advisory LLC / DE
Position in CVS — CVS HEALTH Corp
CIK 1936603
CINCINNATI, OH
Position in CVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,551
+$2,309 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,979
of 2,054 holders
Holding Since
Jun 2022
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, 2026Ritter Daniher Financial Advisory LLC / DE holds $1,341,526 across 5 Healthcare Plans names. CVS ranks #5 (0.6% of the industry book) .
All Filings in CVS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,551 | 73 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,242 | 73 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,396 | 68 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $4 | 0 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5 | 0 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5 | 0 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,976 | 100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,896 | 100 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,982 | 100 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,913 | 100 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,431 | 100 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,319 | 100 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,537 | 100 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,266 | 100 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||