Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,137
+$347 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,032
of 2,051 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $92,024 across 4 Healthcare Plans names. CVS ranks #3 (1.2% of the industry book) .
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,137 | 11 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $790 | 11 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $199,272 | 2,511 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,197 | 122 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $2,345 | 34 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||