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Disclosery

D.A. DAVIDSON & CO.: CVS position timeline

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

D.A. DAVIDSON & CO. held 209,787 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,787 shares
    Change vs previous 13F +3,417 shares

    0.12% of the 13F portfolio, value $21,702,557.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 206,370 shares
    Change vs previous 13F -8,257 shares

    0.09% of the 13F portfolio, value $14,821,502.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 214,627 shares
    Change vs previous 13F +6,138 shares

    0.1% of the 13F portfolio, value $17,032,821.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 208,489 shares
    Change vs previous 13F +3,728 shares

    0.1% of the 13F portfolio, value $15,718,016.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 204,761 shares
    Change vs previous 13F +23,403 shares

    0.1% of the 13F portfolio, value $14,124,428.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 181,358 shares
    Change vs previous 13F -6,467 shares

    0.1% of the 13F portfolio, value $12,287,014.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 187,825 shares
    Change vs previous 13F -15,108 shares

    0.07% of the 13F portfolio, value $8,431,508.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 202,933 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,760,463.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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