Meridian Financial Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 2032629 HOLLISTON, MA

Position in CVS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$475,249

+$185,528 QoQ

Shares Held

4,594

+13.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#1,261

of 2,051 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Meridian Financial Advisors, LLC holds $475,249 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp This page	4,594	$475,249

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$475,249	4,594	+13.9%	Shares	Sole	2026-07-22
2026-03-31	$289,721	4,034	0.0%	Shares	Sole	2026-04-21
2025-12-31	$320,138	4,034	-16.8%	Shares	Sole	2026-01-23
2025-09-30	$365,415	4,847	-11.2%	Shares	Sole	2025-10-20
2025-06-30	$376,423	5,457	0.0%	Shares	Sole	2025-07-16
2025-03-31	$369,711	5,457	0.0%	Shares	Sole	2025-04-25
2024-12-31	$244,964	5,457	-18.9%	Shares	Sole	2025-01-15
2024-09-30	$423,245	6,731	+3.9%	Shares	Sole	2024-10-15
2024-06-30	$382,590	6,478	+2.4%	Shares	Sole	2024-08-13
2024-03-31	$504,561	6,326	-4.5%	Shares	Sole	2024-08-13
2023-12-31	$523,110	6,625	+0.0%	Shares	Sole	2024-08-13
2023-09-30	$462,417	6,623	+0.0%	Shares	Sole	2024-08-13
2023-06-30	$457,640	6,620	+0.0%	Shares	Sole	2024-08-13
2023-03-31	$491,857	6,619	+0.0%	Shares	Sole	2024-08-13
2022-12-31	$616,638	6,617	+0.1%	Shares	Sole	2024-08-13
2022-09-30	$630,681	6,613	+0.9%	Shares	Sole	2024-08-13
2022-06-30	$607,478	6,556	+0.1%	Shares	Sole	2024-08-13
2022-03-31	$662,621	6,547	+0.1%	Shares	Sole	2024-08-13
2021-12-31	$674,666	6,540	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.