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Disclosery

ACG Wealth: CVS position timeline

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

ACG Wealth held 28,894 CVS shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 28,894 shares
    Change vs previous 13F +568 shares

    0.63% of the 13F portfolio, value $2,756,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 28,326 shares
    Change vs previous 13F +964 shares

    0.54% of the 13F portfolio, value $2,625,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 27,362 shares
    Change vs previous 13F -1,672 shares

    0.52% of the 13F portfolio, value $2,769,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 29,034 shares
    Change vs previous 13F -118 shares

    0.43% of the 13F portfolio, value $2,995,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 29,152 shares
    Change vs previous 13F +626 shares

    0.33% of the 13F portfolio, value $2,474,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 28,526 shares
    Change vs previous 13F +2,022 shares

    0.3% of the 13F portfolio, value $2,380,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 26,504 shares
    Change vs previous 13F +3,993 shares

    0.26% of the 13F portfolio, value $1,994,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 22,511 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,537,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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