Position in CVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$203,693
-$3,033,998 QoQ
Shares Held
1,969
-97.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,708
of 2,054 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Essential Planning, LLC. holds $203,693 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
|
1,969 | $203,693 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,693 | 1,969 | Shares | Sole | 2026-08-03 | |
| 2024-12-31 | $3,237,691 | 72,125 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||