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INDEPENDENT FINANCIAL GROUP, LLC: CVS position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 16,806 CVS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,806 shares
    Change vs previous 13F -6,671 shares

    0.03% of the 13F portfolio, value $1,440,092.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,477 shares
    Change vs previous 13F +8,888 shares

    0.05% of the 13F portfolio, value $2,428,647.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 14,589 shares
    Change vs previous 13F -2,745 shares

    0.02% of the 13F portfolio, value $1,047,747.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,334 shares
    Change vs previous 13F -274 shares

    0.03% of the 13F portfolio, value $1,375,665.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,608 shares
    Change vs previous 13F +1,390 shares

    0.03% of the 13F portfolio, value $1,327,503.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,218 shares
    Change vs previous 13F -7,411 shares

    0.03% of the 13F portfolio, value $1,118,750.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 23,629 shares
    Change vs previous 13F +6,825 shares

    0.06% of the 13F portfolio, value $1,600,897.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,804 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $754,328.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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