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Wealth Intelligence, LLC

SEC CIK
0002112078
Latest filing
Jul 13, 2026

CVS holding history

CVS Health Corp in every 13F filed by Wealth Intelligence, 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)
27,203
Value
$2.81M
% of portfolio
1.3%
Quarters held
3
Since Q4 2025
Holdings of CVS by Wealth Intelligence, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,203$2.81M1.3%+428+1.6%AddedHolders
Q1 202626,775$1.92M0.9%+791+3.0%AddedHolders
Q4 202525,984$2.06M1.0%–No prior filingHolders