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Cresset Asset Management, LLC: CVS position timeline

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

Cresset Asset Management, LLC held 12,818 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,818 shares
    Change vs previous 13F -1,897 shares

    <0.01% of the 13F portfolio, value $1,325,963.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 14,715 shares
    Change vs previous 13F -1,996 shares

    <0.01% of the 13F portfolio, value $1,056,838.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 16,711 shares
    Change vs previous 13F +713 shares

    0.01% of the 13F portfolio, value $1,326,212.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 15,998 shares
    Change vs previous 13F +845 shares

    0.01% of the 13F portfolio, value $1,206,103.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 15,153 shares
    Change vs previous 13F -5,898 shares

    0.01% of the 13F portfolio, value $1,045,280.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 21,051 shares
    Change vs previous 13F -4,379 shares

    0.01% of the 13F portfolio, value $1,426,205.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 25,430 shares
    Change vs previous 13F -152,584 shares

    0.01% of the 13F portfolio, value $1,141,534.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 178,014 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,193,549.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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