Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$69,104
+$21,416 QoQ
Shares Held
668
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,819
of 2,054 holders
Holding Since
Dec 2024
4 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, 2026Financial Life Planners holds $412,670 across 3 Healthcare Plans names. CVS ranks #3 (16.7% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,104 | 668 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $47,688 | 664 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $49,455 | 656 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $10,908 | 243 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||