Skip to main content

Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

CVS holding history

CVS Health Corp in every 13F filed by Willner & Heller, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of CVS by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−4,187−100.0%Sold outHolders
Q2 20244,187$247.3K0.2%−112−2.6%ReducedHolders
Q1 20244,299$342.9K0.3%−346−7.4%ReducedHolders
Q4 20234,645$366.7K0.4%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20222,413$224.9K0.3%+51+2.2%AddedHolders
Q3 20222,362$225.0K0.4%−151−6.0%ReducedHolders
Q2 20222,513$233.0K0.4%+23+0.9%AddedHolders
Q1 20222,490$257.0K0.3%−23−0.9%ReducedHolders
Q4 20212,513$213.0K0.3%–No prior filingHolders