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Disclosery

IEQ CAPITAL, LLC: CVS position timeline

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

IEQ CAPITAL, LLC held 193,784 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,784 shares
    Change vs previous 13F -63,651 shares

    0.09% of the 13F portfolio, value $20,047,016.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 257,435 shares
    Change vs previous 13F -38,046 shares

    0.09% of the 13F portfolio, value $18,489,007.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 295,481 shares
    Change vs previous 13F -4,996 shares

    0.07% of the 13F portfolio, value $23,449,356.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 300,477 shares
    Change vs previous 13F +125,841 shares

    0.07% of the 13F portfolio, value $22,652,933.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 174,636 shares
    Change vs previous 13F -32,980 shares

    0.07% of the 13F portfolio, value $12,046,353.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 207,616 shares
    Change vs previous 13F +180,495 shares

    0.11% of the 13F portfolio, value $14,066,020.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 27,121 shares
    Change vs previous 13F -8,223 shares

    0.01% of the 13F portfolio, value $1,217,465.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 35,344 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,222,479.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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