JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in CVS — CVS HEALTH Corp

CIK 2122180 AMMON, ID

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$958,360

+$304,152 QoQ

Shares Held

9,264

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#986

of 2,054 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,494,675 across 3 Healthcare Plans names. CVS ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	9,264	$958,360
2	CNC	Centene Corp	4,477	$287,377
3	CI	Cigna Group	903	$248,938

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$958,360	9,264	+1.7%	Shares	Other	2026-07-24
2026-03-31	$654,208	9,109	-68.3%	Shares	Sole	2026-05-15
2025-12-31	$2,279,854	28,728	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.