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Disclosery

CapWealth Advisors, LLC: CVS position timeline

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

CapWealth Advisors, LLC held 344,416 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 344,416 shares
    Change vs previous 13F +4,814 shares

    2.23% of the 13F portfolio, value $29,513,032.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 339,602 shares
    Change vs previous 13F +13,568 shares

    2.41% of the 13F portfolio, value $35,131,808.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, 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 326,034 shares
    Change vs previous 13F -2,305 shares

    1.74% of the 13F portfolio, value $23,415,739.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, 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/A 328,339 shares
    Change vs previous 13F +9,430 shares

    1.78% of the 13F portfolio, value $26,057,004.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, 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/A 318,909 shares
    Change vs previous 13F -7,924 shares

    1.66% of the 13F portfolio, value $24,042,551.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, 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 326,833 shares
    Change vs previous 13F -35,021 shares

    2.23% of the 13F portfolio, value $22,544,941.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, 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 361,854 shares
    Change vs previous 13F +23,877 shares

    2.66% of the 13F portfolio, value $24,515,597.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, 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 337,977 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $15,171,787.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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