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Livermore
Livermore
ZHEN

Cove Private Wealth, LLC

SEC CIK
0002015131
Latest filing
Jul 31, 2026

CVS holding history

CVS Health Corp in every 13F filed by Cove Private Wealth, 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)
9,352
Value
$967.5K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of CVS by Cove Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,352$967.5K0.2%+52+0.6%AddedHolders
Q1 20269,300$667.9K0.2%+196+2.2%AddedHolders
Q4 20259,104$722.5K0.2%00.0%UnchangedHolders
Q3 20259,104$686.4K0.2%00.0%UnchangedHolders
Q2 20259,104$628.0K0.2%00.0%UnchangedHolders
Q1 20259,104$616.8K0.3%00.0%UnchangedHolders
Q4 20249,104$408.7K0.2%00.0%UnchangedHolders
Q3 20249,104$572.5K0.4%00.0%UnchangedHolders
Q2 20249,104$537.7K0.4%00.0%UnchangedHolders
Q1 20249,104$726.1K0.6%00.0%UnchangedHolders
Q4 20239,104$718.9K0.7%–No prior filingHolders