Position in CVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$446,386
+$128,296 QoQ
Shares Held
4,315
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,289
of 2,051 holders
Holding Since
Mar 2025
6 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, 2026Diversified Enterprises, LLC holds $2,217,410 across 3 Healthcare Plans names. CVS ranks #2 (20.1% of the industry book) .
All Filings in CVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,386 | 4,315 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $318,090 | 4,429 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $369,738 | 4,659 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $262,583 | 3,483 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $244,741 | 3,548 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $300,471 | 4,435 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||