BCS Private Wealth Management, Inc.: CVS position timeline

BCS Private Wealth Management, Inc. held 5,772 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,772 shares

   Change vs previous 13F -580 shares

   0.18% of the 13F portfolio, value $597,113.

   13F-HR 0002044001-26-000003 filed by BCS Private Wealth Management, Inc.
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,352 shares

   Change vs previous 13F +225 shares

   0.14% of the 13F portfolio, value $456,201.

   13F-HR 0002044001-26-000002 filed by BCS Private Wealth Management, Inc.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,127 shares

   Change vs previous 13F +100 shares

   0.17% of the 13F portfolio, value $486,239.

   13F-HR 0002044001-26-000001 filed by BCS Private Wealth Management, Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,027 shares

   Change vs previous 13F +325 shares

   0.16% of the 13F portfolio, value $454,376.

   13F-HR 0002044001-25-000003 filed by BCS Private Wealth Management, Inc.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,702 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $393,000.

   13F-HR 0002044001-25-000002 filed by BCS Private Wealth Management, Inc.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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