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Disclosery

Clearstead Advisors, LLC: CVS position timeline

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

Clearstead Advisors, LLC held 38,758 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,758 shares
    Change vs previous 13F +833 shares

    0.04% of the 13F portfolio, value $4,009,522.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 37,925 shares
    Change vs previous 13F +2,319 shares

    0.02% of the 13F portfolio, value $2,723,763.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 35,606 shares
    Change vs previous 13F -874 shares

    0.04% of the 13F portfolio, value $2,825,721.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 36,480 shares
    Change vs previous 13F +18,538 shares

    0.04% of the 13F portfolio, value $2,750,247.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 17,942 shares
    Change vs previous 13F +1,437 shares

    0.02% of the 13F portfolio, value $1,237,649.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 16,505 shares
    Change vs previous 13F +3,950 shares

    0.02% of the 13F portfolio, value $1,118,216.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 12,555 shares
    Change vs previous 13F -32,632 shares

    0.01% of the 13F portfolio, value $563,602.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 45,187 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,841,360.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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