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Bleakley Financial Group, LLC: CVS position timeline

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

Bleakley Financial Group, LLC held 101,852 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,852 shares
    Change vs previous 13F +61,431 shares

    0.13% of the 13F portfolio, value $10,536,549.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 40,421 shares
    Change vs previous 13F +1,203 shares

    0.05% of the 13F portfolio, value $2,903,071.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 39,218 shares
    Change vs previous 13F -25,268 shares

    0.05% of the 13F portfolio, value $3,112,304.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 64,486 shares
    Change vs previous 13F +37,721 shares

    0.11% of the 13F portfolio, value $4,861,605.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 26,765 shares
    Change vs previous 13F -23,150 shares

    0.05% of the 13F portfolio, value $1,846,284.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 49,915 shares
    Change vs previous 13F +29,975 shares

    0.11% of the 13F portfolio, value $3,381,764.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 19,940 shares
    Change vs previous 13F -4,410 shares

    0.03% of the 13F portfolio, value $895,124.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 24,350 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,531,127.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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