Position in CVS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,551
+$474 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,028
of 2,054 holders
Holding Since
Dec 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, 2026Caitlin John, LLC holds $919,103 across 5 Healthcare Plans names. CVS ranks #5 (0.2% 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 | $1,551 | 15 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,077 | 15 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,190 | 15 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,130 | 15 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $673 | 15 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $943 | 15 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,367 | 311 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $21,375 | 268 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $24,161 | 306 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||