Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$94,760
+$18,919 QoQ
Shares Held
916
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,787
of 2,051 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $278,215 across 4 Healthcare Plans names. CVS ranks #1 (34.1% 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 | $94,760 | 916 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $75,841 | 1,056 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $78,407 | 988 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $74,108 | 983 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $64,289 | 932 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $67,004 | 989 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,378 | 699 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $107,273 | 1,706 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $94,198 | 1,595 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||