Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,309,883
+$870,561 QoQ
Shares Held
12,662
+107.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#864
of 2,051 holders
Holding Since
Jun 2025
5 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, 2026Alteri Wealth LLC holds $2,094,407 across 3 Healthcare Plans names. CVS ranks #1 (62.5% of the industry book) .
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,309,883 | 12,662 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $439,322 | 6,117 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $469,255 | 5,913 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $316,261 | 4,195 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $280,334 | 4,064 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||