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Disclosery

CX Institutional: CVS position timeline

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

CX Institutional held 10,693 CVS shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,693 shares
    Change vs previous 13F -89,963 shares

    0.02% of the 13F portfolio, value $916,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 100,656 shares
    Change vs previous 13F -792 shares

    0.3% of the 13F portfolio, value $10,413,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 101,448 shares
    Change vs previous 13F -16,874 shares

    0.22% of the 13F portfolio, value $7,286,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 118,322 shares
    Change vs previous 13F +1,361 shares

    0.28% of the 13F portfolio, value $9,390,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 116,961 shares
    Change vs previous 13F +8,114 shares

    0.27% of the 13F portfolio, value $8,818,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 108,847 shares
    Change vs previous 13F +77,685 shares

    0.26% of the 13F portfolio, value $7,508,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,162 shares
    Change vs previous 13F -69,625 shares

    0.08% of the 13F portfolio, value $2,111,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 100,787 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,524,348.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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