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Disclosery

Chicago Partners Investment Group LLC: CVS position timeline

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

Chicago Partners Investment Group LLC held 24,612 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,612 shares
    Change vs previous 13F -72 shares

    0.05% of the 13F portfolio, value $2,630,753.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment 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 24,684 shares
    Change vs previous 13F +1,089 shares

    0.04% of the 13F portfolio, value $1,886,578.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment 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 23,595 shares
    Change vs previous 13F +169 shares

    0.05% of the 13F portfolio, value $1,958,589.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment 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 23,426 shares
    Change vs previous 13F +6,839 shares

    0.05% of the 13F portfolio, value $1,925,658.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment 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 16,587 shares
    Change vs previous 13F +2,176 shares

    0.03% of the 13F portfolio, value $1,025,901.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment 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 14,411 shares
    Change vs previous 13F -41 shares

    0.03% of the 13F portfolio, value $962,361.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment 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 14,452 shares
    Change vs previous 13F +832 shares

    0.02% of the 13F portfolio, value $664,924.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment 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 13,620 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $773,357.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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