Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$228,210
-$42,566 QoQ
Shares Held
2,206
-35.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,636
of 2,051 holders
Holding Since
Sep 2025
3 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, 2026SEVEN MILE ADVISORY holds $541,595 across 2 Healthcare Plans names. CVS ranks #2 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
754 | $313,385 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,206 | $228,210 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,210 | 2,206 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $270,776 | 3,412 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $294,774 | 3,910 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||