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Disclosery

InvesTrust: CVS position timeline

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

InvesTrust held 13,370 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,370 shares
    Change vs previous 13F -416 shares

    0.53% of the 13F portfolio, value $1,383,126.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 13,786 shares
    Change vs previous 13F +386 shares

    0.42% of the 13F portfolio, value $990,110.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 13,400 shares
    Change vs previous 13F -984 shares

    0.41% of the 13F portfolio, value $1,063,424.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 14,384 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,084,409.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 14,384 shares
    Change vs previous 13F -28,885 shares

    0.38% of the 13F portfolio, value $992,208.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 43,269 shares
    Change vs previous 13F +2,454 shares

    0.8% of the 13F portfolio, value $2,931,475.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 40,815 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,822,609.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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