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AVANTAX ADVISORY SERVICES, INC.: CVS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 152,792 CVS shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 152,792 shares
    Change vs previous 13F -7,972 shares

    0.06% of the 13F portfolio, value $10,539,557.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 160,764 shares
    Change vs previous 13F +32,873 shares

    0.07% of the 13F portfolio, value $10,891,751.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 127,891 shares
    Change vs previous 13F -33,057 shares

    0.04% of the 13F portfolio, value $5,741,007.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 160,948 shares
    Change vs previous 13F -5,344 shares

    0.07% of the 13F portfolio, value $10,120,436.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 166,292 shares
    Change vs previous 13F +92,201 shares

    0.07% of the 13F portfolio, value $9,821,186.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 74,091 shares
    Change vs previous 13F -64,202 shares

    0.05% of the 13F portfolio, value $5,909,534.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 138,293 shares
    Change vs previous 13F -19,995 shares

    0.11% of the 13F portfolio, value $10,919,600.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 158,288 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,051,691.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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