Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,069
+$5,827 QoQ
Shares Held
107
+46.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,955
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, 2026IMG Wealth Management, Inc. holds $224,069 across 5 Healthcare Plans names. CVS ranks #3 (4.9% 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 | $11,069 | 107 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,242 | 73 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,095 | 39 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,940 | 39 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,690 | 39 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||