Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,379
+$3,783 QoQ
Shares Held
81
+26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,967
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, 2026Clark Wealth Partners holds $53,003 across 7 Healthcare Plans names. CVS ranks #2 (15.8% of the industry book) .
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,379 | 81 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,596 | 64 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,491 | 107 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,066 | 107 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $4,414 | 64 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $4,336 | 64 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $2,872 | 64 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||