INDEPENDENT FINANCIAL GROUP, LLC

Position in CVS — CVS HEALTH Corp

CIK 275484 SAN DIEGO, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,428,695

+$1,380,914 QoQ

Shares Held

23,477

+60.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#708

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $6,946,242 across 3 Healthcare Plans names. CVS ranks #2 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	9,368	$3,893,621
2	CVS	CVS HEALTH Corp This page	23,477	$2,428,695
3	CNC	Centene Corp	9,720	$623,926

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,428,695	23,477	+60.9%	Shares	Sole	2026-07-15
2026-03-31	$1,047,781	14,589	-15.8%	Shares	Sole	2026-05-15
2025-12-31	$1,375,626	17,334	-1.6%	Shares	Sole	2026-05-15
2025-09-30	$1,327,467	17,608	+8.6%	Shares	Sole	2026-05-15
2025-06-30	$1,118,717	16,218	-31.4%	Shares	Sole	2026-05-15
2025-03-31	$1,600,864	23,629	+40.6%	Shares	Sole	2026-05-19
2024-12-31	$754,331	16,804	-8.1%	Shares	Sole	2026-06-12
2024-09-30	$1,149,886	18,287	-8.3%	Shares	Sole	2026-06-12
2024-06-30	$1,177,361	19,935	-25.2%	Shares	Sole	2026-06-12
2024-03-31	$2,124,327	26,634	-0.9%	Shares	Sole	2026-06-12
2023-12-31	$2,123,076	26,888	+11.1%	Shares	Sole	2026-06-12
2023-09-30	$1,689,294	24,195	+8.4%	Shares	Sole	2026-06-12
2023-06-30	$1,543,258	22,324	+32.1%	Shares	Sole	2026-06-12
2023-03-31	$1,255,913	16,901	-18.0%	Shares	Sole	2026-06-12
2022-12-31	$1,921,857	20,623	-0.2%	Shares	Sole	2026-06-15
2022-09-30	$1,970,153	20,658	-6.9%	Shares	Sole	2026-06-15
2022-06-30	$2,056,403	22,193	-0.7%	Shares	Sole	2026-06-12
2022-03-31	$2,262,954	22,359	-4.0%	Shares	Sole	2026-06-12
2021-12-31	$2,403,834	23,302	-4.9%	Shares	Sole	2026-06-15
2021-09-30	$2,078,645	24,495	+0.4%	Shares	Sole	2026-06-15
2021-06-30	$2,036,686	24,409	-11.8%	Shares	Sole	2026-06-15
2021-03-31	$2,081,087	27,663	+3.7%	Shares	Sole	2026-06-15
2020-12-31	$1,822,312	26,681	+13.0%	Shares	Sole	2026-06-15
2020-09-30	$1,378,940	23,612	+10.8%	Shares	Sole	2026-06-15
2020-06-30	$1,384,835	21,315	-6.5%	Shares	Sole	2026-06-15
2020-03-31	$1,352,486	22,796	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.