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KARPAS STRATEGIES, LLC: CVS position timeline

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

KARPAS STRATEGIES, LLC held 14,714 CVS shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 14,714 shares
    Change vs previous 13F +83 shares

    0.27% of the 13F portfolio, value $869,029.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 14,631 shares
    Change vs previous 13F +61 shares

    0.36% of the 13F portfolio, value $1,166,974.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 14,570 shares
    Change vs previous 13F -989 shares

    0.38% of the 13F portfolio, value $1,150,481.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 15,559 shares
    Change vs previous 13F -286 shares

    0.4% of the 13F portfolio, value $1,086,310.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 15,845 shares
    Change vs previous 13F +66 shares

    0.37% of the 13F portfolio, value $1,095,370.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 15,779 shares
    Change vs previous 13F -245 shares

    0.41% of the 13F portfolio, value $1,172,557.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 16,024 shares
    Change vs previous 13F +43 shares

    0.52% of the 13F portfolio, value $1,493,308.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 15,981 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,524,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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