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Cetera Investment Advisers: CVS position timeline

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

Cetera Investment Advisers held 478,271 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 478,271 shares
    Change vs previous 13F +17,961 shares

    0.05% of the 13F portfolio, value $49,477,069.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 460,310 shares
    Change vs previous 13F -25,271 shares

    0.04% of the 13F portfolio, value $33,059,438.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 485,581 shares
    Change vs previous 13F -29,657 shares

    0.04% of the 13F portfolio, value $38,535,669.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 515,238 shares
    Change vs previous 13F +153,954 shares

    0.05% of the 13F portfolio, value $38,843,861.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 361,284 shares
    Change vs previous 13F +16,321 shares

    0.04% of the 13F portfolio, value $24,921,310.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 344,963 shares
    Change vs previous 13F +26,184 shares

    0.05% of the 13F portfolio, value $23,371,259.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 318,779 shares
    Change vs previous 13F +6,524 shares

    0.03% of the 13F portfolio, value $14,309,999.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 312,255 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $19,634,575.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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