DONALDSON CAPITAL MANAGEMENT, LLC: CVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DONALDSON CAPITAL MANAGEMENT, LLC on CVS, newest first. How the timeline and the estimate are built.
DONALDSON CAPITAL MANAGEMENT, LLC held 6,572 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 6,572 sharesChange vs previous 13F +1,968 shares
0.02% of the 13F portfolio, value $679,856.
13F-HR 0001487438-26-000004 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,604 sharesChange vs previous 13F +25 shares
0.01% of the 13F portfolio, value $330,647.
13F-HR 0001487438-26-000003 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,579 sharesChange vs previous 13F -728 shares
0.01% of the 13F portfolio, value $363,376.
13F-HR 0001487438-26-000001 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,307 sharesChange vs previous 13F +105 shares
0.01% of the 13F portfolio, value $400,082.
13F-HR 0001487438-25-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,202 sharesChange vs previous 13F -74 shares
0.01% of the 13F portfolio, value $358,822.
13F-HR 0001487438-25-000004 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,276 sharesChange vs previous 13F -8 shares
0.01% of the 13F portfolio, value $357,437.
13F-HR 0001487438-25-000001 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,284 sharesChange vs previous 13F -3,292 shares
0.01% of the 13F portfolio, value $237,191.
13F-HR 0002035219-25-000003 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,576 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $539,248.
13F-HR 0001487438-24-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).