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Disclosery

Kovitz Investment Group, LLC: CVS position timeline

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

Kovitz Investment Group, LLC held 342,147 CVS shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 342,147 shares
    Change vs previous 13F -9,616 shares

    2.07% of the 13F portfolio, value $33,451,000.

    13F-HR 0001398344-16-009921 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 351,763 shares
    Change vs previous 13F -8,090 shares

    2% of the 13F portfolio, value $33,938,000.

    13F-HR 0001398344-15-008088 filed by Kovitz Investment 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 ended2015-06-30
    13F 359,853 shares
    Change vs previous 13F -18,080 shares

    2.12% of the 13F portfolio, value $37,741,000.

    13F-HR 0001398344-15-005336 filed by Kovitz Investment 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 ended2015-03-31
    13F 377,933 shares
    Change vs previous 13F -145,917 shares

    2.18% of the 13F portfolio, value $39,006,000.

    13F-HR 0001398344-15-003329 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 523,850 shares
    Change vs previous 13F -235,803 shares

    2.49% of the 13F portfolio, value $50,452,000.

    13F-HR 0001398344-15-001054 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 759,653 shares
    Change vs previous 13F -6,529 shares

    3.13% of the 13F portfolio, value $60,465,000.

    13F-HR 0001398344-14-005916 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 766,182 shares
    Change vs previous 13F -301,445 shares

    3.05% of the 13F portfolio, value $57,747,000.

    13F-HR 0001398344-14-004198 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 1,067,627 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $64,064,000.

    13F-HR 0001398344-14-002834 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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