Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$319,660
+$113,880 QoQ
Shares Held
3,090
+19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,464
of 2,054 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, 2026Werba Rubin Papier Wealth Management holds $1,181,594 across 3 Healthcare Plans names. CVS ranks #2 (27.1% 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 | $319,660 | 3,090 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $205,780 | 2,593 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||