Position in CVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$56,069
+$30,645 QoQ
Shares Held
542
+53.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,847
of 2,058 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $233,386 across 7 Healthcare Plans names. CVS ranks #2 (24.0% of the industry book) .
All Filings in CVS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,069 | 542 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $25,424 | 354 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $27,299 | 344 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $25,406 | 337 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $22,004 | 319 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $22,154 | 327 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,361 | 164 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $414,316 | 6,589 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $423,283 | 7,167 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $765,775 | 9,601 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $758,094 | 9,601 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $669,992 | 9,596 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $522,415 | 7,557 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $562,452 | 7,569 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $705,448 | 7,570 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $721,664 | 7,567 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||