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Forvis Mazars Wealth Advisors, LLC: CVS position timeline

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

Forvis Mazars Wealth Advisors, LLC held 20,471 CVS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,471 shares
    Change vs previous 13F +3,300 shares

    0.03% of the 13F portfolio, value $1,754,192.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,171 shares
    Change vs previous 13F +3,121 shares

    0.03% of the 13F portfolio, value $1,776,390.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars 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 ended2026-03-31
    13F 14,050 shares
    Change vs previous 13F -728 shares

    0.02% of the 13F portfolio, value $1,009,096.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars 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 ended2025-12-31
    13F 14,778 shares
    Change vs previous 13F -1,649 shares

    0.02% of the 13F portfolio, value $1,172,780.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars 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 ended2025-09-30
    13F 16,427 shares
    Change vs previous 13F -1,667 shares

    0.02% of the 13F portfolio, value $1,238,402.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars 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 ended2025-06-30
    13F 18,094 shares
    Change vs previous 13F +104 shares

    0.03% of the 13F portfolio, value $1,248,112.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars 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 ended2025-03-31
    13F 17,990 shares
    Change vs previous 13F -3,946 shares

    0.03% of the 13F portfolio, value $1,218,827.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 21,936 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $984,689.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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