Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$51,725
+$15,815 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#1,848
of 2,051 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, 2026Pillar Financial Advisors, LLC holds $51,725 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
|
500 | $51,725 |
All Filings in CVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,725 | 500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $35,910 | 500 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $39,680 | 500 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $37,695 | 500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,490 | 500 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $33,875 | 500 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $22,445 | 500 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||