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BCGM Wealth Management, LLC: CVS position timeline

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

BCGM Wealth Management, LLC held 30,612 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,612 shares
    Change vs previous 13F +1,071 shares

    0.67% of the 13F portfolio, value $3,166,796.

    13F-HR 0001765380-26-000268 filed by BCGM Wealth Management, 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 29,541 shares
    Change vs previous 13F +1,262 shares

    0.53% of the 13F portfolio, value $2,121,657.

    13F-HR 0001765380-26-000167 filed by BCGM 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 ended2025-12-31
    13F 28,279 shares
    Change vs previous 13F +259 shares

    0.57% of the 13F portfolio, value $2,244,236.

    13F-HR 0001830467-26-000001 filed by BCGM 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 ended2025-09-30
    13F 28,020 shares
    Change vs previous 13F +757 shares

    0.55% of the 13F portfolio, value $2,112,425.

    13F-HR 0001830467-25-000003 filed by BCGM 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 ended2025-06-30
    13F 27,263 shares
    Change vs previous 13F +668 shares

    0.53% of the 13F portfolio, value $1,880,624.

    13F-HR 0001765380-25-000283 filed by BCGM 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 ended2025-03-31
    13F 26,595 shares
    Change vs previous 13F +3,194 shares

    0.55% of the 13F portfolio, value $1,801,809.

    13F-HR 0001765380-25-000194 filed by BCGM 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 ended2024-12-31
    13F 23,401 shares
    Change vs previous 13F +148 shares

    0.33% of the 13F portfolio, value $1,050,479.

    13F-HR 0001765380-25-000033 filed by BCGM 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 ended2024-09-30
    13F 23,253 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,462,161.

    13F-HR 0001765380-24-000402 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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