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Disclosery

BAKER TILLY WEALTH MANAGEMENT, LLC: CVS position timeline

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

BAKER TILLY WEALTH MANAGEMENT, LLC held 11,644 CVS shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,644 shares
    Change vs previous 13F -491 shares

    0.2% of the 13F portfolio, value $997,786.

    13F-HR 0001840565-26-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,135 shares
    Change vs previous 13F -1,298 shares

    0.27% of the 13F portfolio, value $1,255,333.

    13F-HR 0001840565-26-000003 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,433 shares
    Change vs previous 13F +196 shares

    0.23% of the 13F portfolio, value $964,762.

    13F-HR 0001840565-26-000002 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,237 shares
    Change vs previous 13F -61 shares

    0.26% of the 13F portfolio, value $1,050,450.

    13F-HR 0001840565-26-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,298 shares
    Change vs previous 13F -270 shares

    0.23% of the 13F portfolio, value $1,002,509.

    13F-HR 0001840565-25-000007 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,568 shares
    Change vs previous 13F +471 shares

    0.33% of the 13F portfolio, value $935,942.

    13F-HR 0001840565-25-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,097 shares
    Change vs previous 13F +13,097 shares

    0.35% of the 13F portfolio, value $887,341.

    13F-HR 0001840565-25-000002 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001840565-25-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.