FOSTER & MOTLEY INC: CVS position timeline

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

FOSTER & MOTLEY INC held 17,720 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 17,720 shares
Change vs previous 13F +619 shares
0.08% of the 13F portfolio, value $1,833,000.
13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 17,101 shares
Change vs previous 13F +514 shares
0.06% of the 13F portfolio, value $1,228,000.
13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 16,587 shares
Change vs previous 13F -2,444 shares
0.07% of the 13F portfolio, value $1,316,000.
13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 19,031 shares
Change vs previous 13F -3,845 shares
0.08% of the 13F portfolio, value $1,435,000.
13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 22,876 shares
Change vs previous 13F -1,491 shares
0.09% of the 13F portfolio, value $1,578,000.
13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 24,367 shares
Change vs previous 13F -3,920 shares
0.1% of the 13F portfolio, value $1,651,000.
13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 28,287 shares
Change vs previous 13F -7,740 shares
0.08% of the 13F portfolio, value $1,270,000.
13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 36,027 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $2,265,000.
13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).