Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,655
+$1,424 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,998
of 2,051 holders
Holding Since
Mar 2024
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, 2026Imprint Wealth LLC holds $10,889 across 2 Healthcare Plans names. CVS ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
15 | $6,234 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
45 | $4,655 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,655 | 45 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,231 | 45 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,571 | 45 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,113 | 227 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $312,499 | 3,918 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||