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Arkadios Wealth Advisors: CVS position timeline

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

Arkadios Wealth Advisors held 43,998 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,998 shares
    Change vs previous 13F +3,495 shares

    0.07% of the 13F portfolio, value $4,551,640.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 40,503 shares
    Change vs previous 13F -480 shares

    0.05% of the 13F portfolio, value $2,908,876.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 40,983 shares
    Change vs previous 13F -547 shares

    0.06% of the 13F portfolio, value $3,252,348.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 41,530 shares
    Change vs previous 13F -728 shares

    0.08% of the 13F portfolio, value $3,130,966.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 42,258 shares
    Change vs previous 13F +1,351 shares

    0.09% of the 13F portfolio, value $2,914,946.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 40,907 shares
    Change vs previous 13F +10,300 shares

    0.1% of the 13F portfolio, value $2,771,475.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 30,607 shares
    Change vs previous 13F -10,158 shares

    0.07% of the 13F portfolio, value $1,373,964.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 40,765 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,563,294.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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