Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$250,245
+$36,688 QoQ
Shares Held
2,419
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,588
of 2,051 holders
Holding Since
Dec 2023
5 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, 2026Lantern Wealth Advisors, LLC holds $250,245 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
|
2,419 | $250,245 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,245 | 2,419 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $213,557 | 2,691 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $602,766 | 10,206 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,095,295 | 26,270 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,975,026 | 25,013 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||