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Disclosery

Dakota Wealth Management: CVS position timeline

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

Dakota Wealth Management held 9,139 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,139 shares
    Change vs previous 13F -481 shares

    0.02% of the 13F portfolio, value $945,429.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 9,620 shares
    Change vs previous 13F -14,060 shares

    0.01% of the 13F portfolio, value $690,923.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 23,680 shares
    Change vs previous 13F +9,456 shares

    0.03% of the 13F portfolio, value $1,879,216.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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 14,224 shares
    Change vs previous 13F -6,007 shares

    0.02% of the 13F portfolio, value $1,072,314.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 20,231 shares
    Change vs previous 13F -4,566 shares

    0.03% of the 13F portfolio, value $1,395,569.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 24,797 shares
    Change vs previous 13F -3,410 shares

    0.04% of the 13F portfolio, value $1,679,973.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 28,207 shares
    Change vs previous 13F -17,314 shares

    0.03% of the 13F portfolio, value $1,266,198.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 45,521 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,862,343.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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