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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

CVS holding history

CVS Health Corp in every 13F filed by Rise Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of CVS by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,152−100.0%Sold outHolders
Q3 20251,152$86.8K<0.1%+46+4.2%AddedHolders
Q2 20251,106$76.3K<0.1%+14+1.3%AddedHolders
Q1 20251,092$74.0K<0.1%+8+0.7%AddedHolders
Q4 20241,084$48.7K<0.1%−83−7.1%ReducedHolders
Q3 20241,167$73.4K<0.1%−22−1.9%ReducedHolders
Q2 20241,189$70.2K<0.1%−1−0.1%ReducedHolders
Q1 20241,190$94.9K0.1%+682+134.3%AddedHolders
Q4 2023508$40.1K<0.1%+3+0.6%AddedHolders
Q3 2023505$35.3K<0.1%−110−17.9%ReducedHolders
Q2 2023615$42.5K<0.1%−2−0.3%ReducedHolders
Q1 2023617$45.9K<0.1%+72+13.2%AddedHolders
Q4 2022545$50.8K<0.1%+3+0.6%AddedHolders
Q3 2022542$52.0K<0.1%+30+5.9%AddedHolders
Q2 2022512$47.0K<0.1%+114+28.6%AddedHolders
Q1 2022398$40.0K<0.1%+2+0.5%AddedHolders
Q4 2021396$40.8K<0.1%–No prior filingHolders