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DORCHESTER WEALTH MANAGEMENT Co: CVS position timeline

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

DORCHESTER WEALTH MANAGEMENT Co held 122,445 CVS shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 122,445 shares
    Change vs previous 13F -12,370 shares

    1.1% of the 13F portfolio, value $5,496,556.

    13F-HR 0001085146-25-000732 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 134,815 shares
    Change vs previous 13F +8,340 shares

    1.55% of the 13F portfolio, value $8,477,167.

    13F-HR 0001085146-24-005045 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 126,475 shares
    Change vs previous 13F +112 shares

    1.44% of the 13F portfolio, value $7,469,614.

    13F-HR 0001085146-24-003194 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 126,363 shares
    Change vs previous 13F +1,975 shares

    1.81% of the 13F portfolio, value $10,078,713.

    13F-HR 0001085146-24-002149 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 124,388 shares
    Change vs previous 13F +5,143 shares

    1.82% of the 13F portfolio, value $9,821,676.

    13F-HR 0001085146-24-000408 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 119,245 shares
    Change vs previous 13F +3,945 shares

    1.68% of the 13F portfolio, value $8,325,686.

    13F-HR 0001085146-23-003903 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 115,300 shares
    Change vs previous 13F +3,175 shares

    1.62% of the 13F portfolio, value $7,970,689.

    13F-HR 0001085146-23-002697 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 112,125 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $8,332,009.

    13F-HR 0001085146-23-001907 filed by DORCHESTER WEALTH MANAGEMENT Co
    Filed (acceptance time not in the bulk data set), ingested

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