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DecisionPoint Financial, LLC

SEC CIK
0001938514
Latest filing
Aug 5, 2026

CVS holding history

CVS Health Corp in every 13F filed by DecisionPoint Financial, 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)
55
Value
$5.76K
% of portfolio
<0.1%
Quarters held
13
Since Q4 2022
Holdings of CVS by DecisionPoint Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655$5.76K<0.1%−3−5.2%ReducedHolders
Q1 202658$4.17K<0.1%00.0%UnchangedHolders
Q4 202558$4.60K<0.1%00.0%UnchangedHolders
Q3 202558$4.46K<0.1%00.0%UnchangedHolders
Q2 202558$4.04K<0.1%+58NewHolders
Q4 20240$00.0%−1,000−100.0%Sold outHolders
Q3 20241,000$62.9K<0.1%00.0%UnchangedHolders
Q2 20241,000$60.3K<0.1%00.0%UnchangedHolders
Q1 20241,000$67.2K<0.1%00.0%UnchangedHolders
Q4 20231,000$79.0K<0.1%00.0%UnchangedHolders
Q3 20231,000$69.8K<0.1%00.0%UnchangedHolders
Q2 20231,000$69.1K<0.1%00.0%UnchangedHolders
Q1 20231,000$74.3K<0.1%00.0%UnchangedHolders
Q4 20221,000$93.2K0.1%–No prior filingHolders