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Disclosery

Gladstone Institutional Advisory LLC: CVS position timeline

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

Gladstone Institutional Advisory LLC held 8,347 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,347 shares
    Change vs previous 13F +2,216 shares

    0.03% of the 13F portfolio, value $863,507.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 6,131 shares
    Change vs previous 13F -11,294 shares

    0.02% of the 13F portfolio, value $440,330.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 17,425 shares
    Change vs previous 13F -2,330 shares

    0.05% of the 13F portfolio, value $1,382,926.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 19,755 shares
    Change vs previous 13F -5,733 shares

    0.06% of the 13F portfolio, value $1,489,333.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 25,488 shares
    Change vs previous 13F +14,106 shares

    0.07% of the 13F portfolio, value $1,758,173.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 11,382 shares
    Change vs previous 13F -1,443 shares

    0.04% of the 13F portfolio, value $771,110.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 12,825 shares
    Change vs previous 13F -1,731 shares

    0.03% of the 13F portfolio, value $575,714.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 14,556 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $915,275.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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