Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$481,663
+$123,641 QoQ
Shares Held
4,656
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,256
of 2,054 holders
Holding Since
Sep 2024
8 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, 2026Southland Equity Partners LLC holds $920,568 across 2 Healthcare Plans names. CVS ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
4,656 | $481,663 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,056 | $438,905 |
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,663 | 4,656 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $358,022 | 4,985 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $407,116 | 5,130 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $393,158 | 5,215 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $352,832 | 5,115 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $339,901 | 5,017 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $223,776 | 4,985 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $217,690 | 3,462 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||