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Clarion Wealth Managment Partners, LLC: CVS position timeline

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

Clarion Wealth Managment Partners, LLC held 2,196 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 2,196 shares
    Change vs previous 13F +2,196 shares

    0.18% of the 13F portfolio, value $227,156.

    13F-HR 0002081211-26-000003 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,812 shares

    13F-HR 0002081211-26-000001 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,812 shares
    Change vs previous 13F -233 shares

    0.21% of the 13F portfolio, value $211,967.

    13F-HR 0002081211-25-000001 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,045 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $210,068.

    13F-HR 0001085146-25-005403 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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