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Disclosery

Copperwynd Financial, LLC: CVS position timeline

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

Copperwynd Financial, LLC held 12,316 CVS shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,316 shares
    Change vs previous 13F -55 shares

    0.21% of the 13F portfolio, value $849,562.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 12,371 shares
    Change vs previous 13F +7,734 shares

    0.23% of the 13F portfolio, value $838,145.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,637 shares
    Change vs previous 13F -4,856 shares

    0.06% of the 13F portfolio, value $208,140.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,493 shares
    Change vs previous 13F -175 shares

    0.18% of the 13F portfolio, value $596,899.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,668 shares
    Change vs previous 13F -8,028 shares

    0.19% of the 13F portfolio, value $583,243.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 17,696 shares
    Change vs previous 13F -621 shares

    0.51% of the 13F portfolio, value $1,411,421.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 18,317 shares
    Change vs previous 13F +3,034 shares

    0.58% of the 13F portfolio, value $1,446,343.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 15,283 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,067,036.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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