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EADS & HEALD WEALTH MANAGEMENT: CVS position timeline

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

EADS & HEALD WEALTH MANAGEMENT held 9,175 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,175 shares
    Change vs previous 13F -1,688 shares

    0.47% of the 13F portfolio, value $949,154.

    13F-HR 0001035912-26-000003 filed by EADS & HEALD 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 10,863 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $780,181.

    13F-HR 0001035912-26-000002 filed by EADS & HEALD 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 10,863 shares
    Change vs previous 13F -407 shares

    0.42% of the 13F portfolio, value $862,088.

    13F-HR 0001035912-26-000001 filed by EADS & HEALD 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 11,270 shares
    Change vs previous 13F -390 shares

    0.41% of the 13F portfolio, value $850,000.

    13F-HR 0001035912-25-000008 filed by EADS & HEALD 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 11,660 shares
    Change vs previous 13F +548 shares

    0.4% of the 13F portfolio, value $804,000.

    13F-HR 0001035912-25-000006 filed by EADS & HEALD 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 11,112 shares
    Change vs previous 13F -139 shares

    0.38% of the 13F portfolio, value $753,000.

    13F-HR 0001035912-25-000003 filed by EADS & HEALD 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 11,251 shares
    Change vs previous 13F -3,383 shares

    0.25% of the 13F portfolio, value $505,000.

    13F-HR 0001035912-25-000001 filed by EADS & HEALD 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 14,634 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $920,000.

    13F-HR 0001035912-24-000006 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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