Commonwealth Retirement Investments LLC
PensionPosition in CVS — CVS HEALTH Corp
CIK 1963787
RICHMOND, VA
Position in CVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$119,795
+$28,214 QoQ
Shares Held
1,158
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,763
of 2,051 holders
Holding Since
Dec 2025
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, 2026Commonwealth Retirement Investments LLC holds $6,941,138 across 4 Healthcare Plans names. CVS ranks #3 (1.7% of the industry book) .
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,795 | 1,158 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $91,581 | 1,154 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||