Partners in Financial Planning

Position in CVS — CVS HEALTH Corp

CIK 2054264 SALEM, VA

Position in CVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$609,113

+$186,237 QoQ

Shares Held

5,888

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,163

of 2,051 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Partners in Financial Planning holds $609,113 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp This page	5,888	$609,113

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$609,113	5,888	0.0%	Shares	Sole	2026-08-10
2026-03-31	$422,876	5,888	0.0%	Shares	Sole	2026-05-11
2025-12-31	$467,271	5,888	0.0%	Shares	Sole	2026-02-02
2025-09-30	$443,896	5,888	0.0%	Shares	Sole	2025-11-10
2025-06-30	$406,154	5,888	-0.3%	Shares	Sole	2025-08-04
2025-03-31	$400,131	5,906	+0.0%	Shares	Sole	2025-04-30
2024-12-31	$265,075	5,905	-3.9%	Shares	Sole	2025-02-12
2024-09-30	$386,271	6,143	-1.8%	Shares	Sole	2025-02-26
2024-06-30	$369,479	6,256	0.0%	Shares	Sole	2025-02-26
2024-03-31	$498,978	6,256	0.0%	Shares	Sole	2025-02-26
2023-12-31	$493,973	6,256	0.0%	Shares	Sole	2025-02-26
2023-09-30	$436,793	6,256	+4.0%	Shares	Sole	2025-03-04
2023-06-30	$415,747	6,014	0.0%	Shares	Sole	2025-02-26
2023-03-31	$446,900	6,014	0.0%	Shares	Sole	2025-02-26
2022-12-31	$560,444	6,014	0.0%	Shares	Sole	2025-05-05
2022-09-30	$573,555	6,014	-4.0%	Shares	Sole	2025-05-05
2022-06-30	$580,422	6,264	0.0%	Shares	Sole	2025-05-05
2022-03-31	$633,979	6,264	0.0%	Shares	Sole	2025-05-05
2021-12-31	$646,194	6,264	0.0%	Shares	Sole	2025-05-05
2021-09-30	$531,563	6,264	+0.3%	Shares	Sole	2025-05-05
2021-06-30	$521,333	6,248	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.