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Disclosery

Endurance Wealth Management, Inc.: CVS position timeline

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

Endurance Wealth Management, Inc. held 26,941 CVS shares at 2023-06-30 per its 13F-HR filed 2023-08-09.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 26,941 shares
    Change vs previous 13F +1,540 shares

    0.25% of the 13F portfolio, value $1,862,000.

    13F-HR 0000950123-23-007014 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 25,401 shares
    Change vs previous 13F +1,560 shares

    0.27% of the 13F portfolio, value $1,888,000.

    13F-HR 0000950123-23-003571 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 23,841 shares
    Change vs previous 13F +40 shares

    0.33% of the 13F portfolio, value $2,222,000.

    13F-HR 0000950123-23-000616 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 23,801 shares
    Change vs previous 13F -236 shares

    0.37% of the 13F portfolio, value $2,270,000.

    13F-HR 0000950123-22-010374 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 24,037 shares
    Change vs previous 13F -776 shares

    0.34% of the 13F portfolio, value $2,227,000.

    13F-HR 0000950123-22-007284 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 24,813 shares
    Change vs previous 13F -29 shares

    0.32% of the 13F portfolio, value $2,511,000.

    13F-HR 0000950123-22-004138 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 24,842 shares
    Change vs previous 13F -50 shares

    0.28% of the 13F portfolio, value $2,563,000.

    13F-HR 0000950123-22-000327 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 24,892 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,112,000.

    13F-HR 0000950123-21-013646 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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