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Aptus Capital Advisors, LLC: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on CVS, newest first. How the timeline and the estimate are built.

Aptus Capital Advisors, LLC held 69,219 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,219 shares
    Change vs previous 13F +3,777 shares

    0.05% of the 13F portfolio, value $7,160,706.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    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 65,442 shares
    Change vs previous 13F +50,382 shares

    0.04% of the 13F portfolio, value $4,700,044.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    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 15,060 shares
    Change vs previous 13F +246 shares

    0.01% of the 13F portfolio, value $1,195,161.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    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 14,814 shares
    Change vs previous 13F -1,421 shares

    0.01% of the 13F portfolio, value $1,116,827.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    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 16,235 shares
    Change vs previous 13F +3,813 shares

    0.01% of the 13F portfolio, value $1,119,858.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    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 12,422 shares
    Change vs previous 13F +412 shares

    0.01% of the 13F portfolio, value $841,577.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    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 12,010 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $539,137.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    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 12,078 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $759,465.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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