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Disclosery

Inlet Private Wealth, LLC: CVS position timeline

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

Inlet Private Wealth, LLC held 57,116 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,116 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $5,908,606.

    13F-HR 0001172661-26-003146 filed by Inlet Private Wealth, 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 57,116 shares
    Change vs previous 13F -4,150 shares

    1.05% of the 13F portfolio, value $4,102,040.

    13F-HR 0001172661-26-001766 filed by Inlet Private Wealth, 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 61,266 shares
    Change vs previous 13F -7,300 shares

    1.13% of the 13F portfolio, value $4,862,036.

    13F-HR 0001172661-26-000231 filed by Inlet Private Wealth, 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 68,566 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $5,169,158.

    13F-HR 0001172661-25-004520 filed by Inlet Private Wealth, 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 68,566 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $4,729,653.

    13F-HR 0001172661-25-002881 filed by Inlet Private Wealth, 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 68,566 shares
    Change vs previous 13F +320 shares

    1.21% of the 13F portfolio, value $4,645,322.

    13F-HR 0001172661-25-001612 filed by Inlet Private Wealth, 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 68,246 shares
    Change vs previous 13F +4,350 shares

    0.81% of the 13F portfolio, value $3,063,544.

    13F-HR 0001172661-25-000346 filed by Inlet Private Wealth, 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 63,896 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,017,753.

    13F-HR 0001172661-24-004278 filed by Inlet Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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