Virginia Estate & Retirement Planning Advisors Inc.
PensionPosition in CVS — CVS HEALTH Corp
CIK 2115327
GLEN ALLEN, VA
Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$838,979
+$823,148 QoQ
Shares Held
8,110
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.36%
of 13F equity value
Holder Rank
#1,040
of 2,051 holders
Holding Since
Mar 2026
2 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, 2026Virginia Estate & Retirement Planning Advisors Inc. holds $866,215 across 3 Healthcare Plans names. CVS ranks #1 (96.9% of the industry book) .
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,979 | 8,110 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,831 | 8,110 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||