Position in CVS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$10,034
+$3,140 QoQ
Shares Held
97
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,960
of 2,051 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $177,475 across 4 Healthcare Plans names. CVS ranks #3 (5.7% 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 | $10,034 | 97 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,894 | 96 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,539 | 95 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,162 | 95 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||