Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$308,177
+$94,226 QoQ
Shares Held
2,979
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,476
of 2,051 holders
Holding Since
Mar 2025
6 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, 2026Lighthouse Financial LLC holds $907,099 across 2 Healthcare Plans names. CVS ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,441 | $598,922 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,979 | $308,177 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,177 | 2,979 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $213,951 | 2,979 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $236,413 | 2,979 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $224,586 | 2,979 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $205,491 | 2,979 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $201,827 | 2,979 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||