Comprehensive Financial Planning, Inc./PA
Position in CVS — CVS HEALTH Corp
CIK 2044855
EAST PETERSBURG, PA
Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,413
+$2,878 QoQ
Shares Held
91
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,966
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, 2026Comprehensive Financial Planning, Inc./PA holds $367,766 across 4 Healthcare Plans names. CVS ranks #3 (2.6% 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 | $9,413 | 91 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,535 | 91 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,221 | 91 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,860 | 91 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,277 | 91 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,165 | 91 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,084 | 91 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||