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Disclosery

Ipsen Advisor Group LLC: CVS position timeline

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

Ipsen Advisor Group LLC held 0 CVS shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,971 shares

    13F-HR 0001964922-25-000002 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 3,971 shares
    Change vs previous 13F -2,218 shares

    0.21% of the 13F portfolio, value $273,938.

    13F-HR 0001085146-25-004587 filed by Ipsen Advisor 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 ended2025-03-31
    13F 6,189 shares
    Change vs previous 13F -567 shares

    0.36% of the 13F portfolio, value $419,333.

    13F-HR 0001085146-25-002095 filed by Ipsen Advisor 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 ended2024-12-31
    13F 6,756 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $303,265.

    13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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