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Disclosery

L.M. KOHN & COMPANY: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on CVS, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 2,850 CVS shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,850 shares
    Change vs previous 13F -1,378 shares

    0.26% of the 13F portfolio, value $214,862.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,228 shares
    Change vs previous 13F +381 shares

    0.08% of the 13F portfolio, value $291,659.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    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 3,847 shares
    Change vs previous 13F -2,050 shares

    0.07% of the 13F portfolio, value $260,628.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    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 5,897 shares
    Change vs previous 13F -4,320 shares

    0.07% of the 13F portfolio, value $264,706.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 10,217 shares
    Change vs previous 13F -3,451 shares

    0.16% of the 13F portfolio, value $642,425.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 13,668 shares
    Change vs previous 13F -5,816 shares

    0.22% of the 13F portfolio, value $807,253.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 19,484 shares
    Change vs previous 13F -689 shares

    0.44% of the 13F portfolio, value $1,554,030.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 20,173 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,592,853.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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