Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$36,000
+$11,007 QoQ
Shares Held
348
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,890
of 2,054 holders
Holding Since
Dec 2024
7 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $54,052 across 3 Healthcare Plans names. CVS ranks #1 (66.6% of the industry book) .
All Filings in CVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,000 | 348 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $24,993 | 348 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $27,617 | 348 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $43,801 | 581 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $24,005 | 348 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $23,577 | 348 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $15,621 | 348 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||