Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$230,590
+$18,891 QoQ
Shares Held
2,229
-27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,635
of 2,054 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026KPP Advisory Services LLC holds $1,932,206 across 4 Healthcare Plans names. CVS ranks #4 (11.9% of the industry book) .
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,590 | 2,229 | Shares | Sole | 2026-07-24 | |
| 2025-06-30 | $211,699 | 3,069 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $200,878 | 2,965 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $319,661 | 7,121 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $561,015 | 8,922 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $564,731 | 9,562 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $736,982 | 9,240 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $689,241 | 8,729 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $642,344 | 9,200 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||