Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,105,104
+$520,612 QoQ
Shares Held
20,349
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#737
of 2,059 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $5,796,877 across 3 Healthcare Plans names. CVS ranks #2 (36.3% of the industry book) .
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,105,104 | 20,349 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,584,492 | 22,062 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,880,752 | 23,699 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,975,594 | 26,205 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,058,501 | 29,842 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,977,419 | 29,187 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,129,522 | 25,162 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,643,117 | 26,131 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,296,426 | 21,951 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,811,110 | 22,707 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,553,853 | 19,679 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||