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EP Wealth Advisors, LLC: CVS position timeline

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

EP Wealth Advisors, LLC held 74,542 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,542 shares
    Change vs previous 13F +5,958 shares

    0.03% of the 13F portfolio, value $7,711,369.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    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 68,584 shares
    Change vs previous 13F -4,951 shares

    0.02% of the 13F portfolio, value $4,925,676.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    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 73,535 shares
    Change vs previous 13F -28,857 shares

    0.03% of the 13F portfolio, value $5,835,764.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 102,392 shares
    Change vs previous 13F -4,290 shares

    0.05% of the 13F portfolio, value $7,063,032.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 106,682 shares
    Change vs previous 13F +1,764 shares

    0.06% of the 13F portfolio, value $7,227,692.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 104,918 shares
    Change vs previous 13F -19,416 shares

    0.04% of the 13F portfolio, value $4,709,775.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 124,334 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,818,077.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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