JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC: CVS position timeline

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 4,805 CVS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 4,805 shares

   Change vs previous 13F -4,459 shares

   0.29% of the 13F portfolio, value $411,792.

   13F-HR 0001172661-26-004460 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Accepted 2026-10-09 14:49:04 UTC, ingested 2026-10-09 14:50:03 UTC

2. period ended2026-06-30

   13F 9,264 shares

   Change vs previous 13F +155 shares

   0.75% of the 13F portfolio, value $958,365.

   13F-HR 0001172661-26-002778 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 9,109 shares

   Change vs previous 13F -19,619 shares

   0.58% of the 13F portfolio, value $654,296.

   13F-HR 0001172661-26-002057 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 28,728 shares

   Change vs previous 13F not available

   0.47% of the 13F portfolio, value $2,279,956.

   13F-HR 0001172661-26-001571 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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