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Disclosery

HB Wealth Management, LLC: CVS position timeline

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

HB Wealth Management, LLC held 47,828 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,828 shares
    Change vs previous 13F +3,148 shares

    0.03% of the 13F portfolio, value $4,947,859.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 44,680 shares
    Change vs previous 13F +3,821 shares

    0.02% of the 13F portfolio, value $3,208,927.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 40,859 shares
    Change vs previous 13F +2,579 shares

    0.02% of the 13F portfolio, value $3,242,645.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 38,280 shares
    Change vs previous 13F +5,404 shares

    0.02% of the 13F portfolio, value $2,885,957.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 32,876 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $2,267,829.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 32,893 shares
    Change vs previous 13F +12,864 shares

    0.02% of the 13F portfolio, value $2,228,510.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 20,029 shares
    Change vs previous 13F +2,262 shares

    0.01% of the 13F portfolio, value $899,106.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 17,767 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,117,192.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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