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Disclosery

Allworth Financial LP: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on CVS, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 33,215 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,215 shares
    Change vs previous 13F -63,048 shares

    0.01% of the 13F portfolio, value $3,436,055.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 96,263 shares
    Change vs previous 13F -6,152 shares

    0.03% of the 13F portfolio, value $6,913,644.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 102,415 shares
    Change vs previous 13F +73,651 shares

    0.03% of the 13F portfolio, value $8,127,662.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,764 shares
    Change vs previous 13F +1,922 shares

    0.01% of the 13F portfolio, value $2,168,504.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,842 shares
    Change vs previous 13F +1,017 shares

    0.01% of the 13F portfolio, value $1,851,591.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,825 shares
    Change vs previous 13F +4,030 shares

    0.01% of the 13F portfolio, value $1,702,389.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,795 shares
    Change vs previous 13F +4,182 shares

    0.01% of the 13F portfolio, value $1,154,906.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,613 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,107,520.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).