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Disclosery

Integrated Wealth Concepts LLC: CVS position timeline

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

Integrated Wealth Concepts LLC held 29,917 CVS shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 29,917 shares
    Change vs previous 13F -2,055 shares

    0.02% of the 13F portfolio, value $3,094,942.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 31,972 shares
    Change vs previous 13F +13,696 shares

    0.02% of the 13F portfolio, value $2,296,207.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 18,276 shares
    Change vs previous 13F -15,889 shares

    0.02% of the 13F portfolio, value $1,450,387.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 34,165 shares
    Change vs previous 13F +2,409 shares

    0.02% of the 13F portfolio, value $2,575,690.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 31,756 shares
    Change vs previous 13F +4,625 shares

    0.02% of the 13F portfolio, value $2,190,556.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 27,131 shares
    Change vs previous 13F -6,224 shares

    0.02% of the 13F portfolio, value $1,838,160.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 33,355 shares
    Change vs previous 13F -401 shares

    0.02% of the 13F portfolio, value $1,497,309.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 33,756 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,122,602.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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