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Cladis Investment Advisory, LLC: CVS position timeline

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

Cladis Investment Advisory, LLC held 4,516 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,516 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $467,157.

    13F-HR 0001911520-26-000003 filed by Cladis Investment Advisory, 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 4,515 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $324,260.

    13F-HR 0001911520-26-000002 filed by Cladis Investment Advisory, 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 4,514 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $358,227.

    13F-HR 0001911520-26-000001 filed by Cladis Investment Advisory, 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 4,513 shares
    Change vs previous 13F -124 shares

    0.19% of the 13F portfolio, value $340,238.

    13F-HR 0001911520-25-000006 filed by Cladis Investment Advisory, 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 4,637 shares
    Change vs previous 13F -56 shares

    0.2% of the 13F portfolio, value $319,855.

    13F-HR 0001911520-25-000005 filed by Cladis Investment Advisory, 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 4,693 shares
    Change vs previous 13F +101 shares

    0.23% of the 13F portfolio, value $317,948.

    13F-HR 0001911520-25-000003 filed by Cladis Investment Advisory, 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 4,592 shares
    Change vs previous 13F -9,477 shares

    0.15% of the 13F portfolio, value $206,124.

    13F-HR 0001911520-25-000001 filed by Cladis Investment Advisory, 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 14,069 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $884,631.

    13F-HR 0001911520-24-000016 filed by Cladis Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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