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Disclosery

J. W. Coons Advisors, LLC: CVS position timeline

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

J. W. Coons Advisors, LLC held 32,935 CVS shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 32,935 shares
    Change vs previous 13F -320 shares

    0.51% of the 13F portfolio, value $2,271,857.

    13F-HR 0001765380-25-000287 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 33,255 shares
    Change vs previous 13F -765 shares

    0.59% of the 13F portfolio, value $2,253,027.

    13F-HR 0001765380-25-000170 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 34,020 shares
    Change vs previous 13F -300 shares

    0.39% of the 13F portfolio, value $1,527,158.

    13F-HR 0001765380-25-000034 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 34,320 shares
    Change vs previous 13F -195 shares

    0.54% of the 13F portfolio, value $2,158,042.

    13F-HR 0001765380-24-000409 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 34,515 shares
    Change vs previous 13F -650 shares

    0.49% of the 13F portfolio, value $2,038,456.

    13F-HR 0001765380-24-000246 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 35,165 shares
    Change vs previous 13F -435 shares

    0.63% of the 13F portfolio, value $2,804,761.

    13F-HR 0001765380-24-000199 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F/A 35,600 shares
    Change vs previous 13F -1,370 shares

    0.76% of the 13F portfolio, value $2,810,976.

    13F-HR/A 0001765380-24-000143 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 36,970 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,581,246.

    13F-HR 0001765380-23-000214 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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