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Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

CVS holding history

CVS Health Corp in every 13F filed by Lifeworks 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 (Q2 2026)
4,512
Value
$466.8K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of CVS by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,512$466.8K<0.1%−1,227−21.4%ReducedHolders
Q1 20265,739$412.2K0.1%+5,739NewHolders