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Disclosery

GeoWealth Management, LLC: CVS position timeline

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

GeoWealth Management, LLC held 13,895 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,895 shares
    Change vs previous 13F +6,986 shares

    0.05% of the 13F portfolio, value $1,437,460.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 6,909 shares
    Change vs previous 13F +2,721 shares

    0.02% of the 13F portfolio, value $496,206.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 4,188 shares
    Change vs previous 13F +362 shares

    0.01% of the 13F portfolio, value $332,362.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,826 shares
    Change vs previous 13F -12,278 shares

    0.01% of the 13F portfolio, value $288,444.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,104 shares
    Change vs previous 13F +13,922 shares

    0.04% of the 13F portfolio, value $1,110,855.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,182 shares
    Change vs previous 13F -2,802 shares

    0.01% of the 13F portfolio, value $147,847.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,984 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $223,741.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,062 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $318,311.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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