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Disclosery

Lester Murray Antman dba SimplyRich: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lester Murray Antman dba SimplyRich on CVS, newest first. How the timeline and the estimate are built.

Lester Murray Antman dba SimplyRich held 20,144 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,144 shares
    Change vs previous 13F +9,840 shares

    0.41% of the 13F portfolio, value $1,758,000.

    13F-HR 0001725888-26-000003 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 10,304 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $740,000.

    13F-HR 0001725888-26-000002 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,304 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $817,000.

    13F-HR 0001725888-26-000001 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,304 shares
    Change vs previous 13F -12 shares

    0.21% of the 13F portfolio, value $776,000.

    13F-HR 0001725888-25-000004 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,316 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $711,000.

    13F-HR 0001725888-25-000001 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,316 shares
    Change vs previous 13F +2,251 shares

    0.2% of the 13F portfolio, value $698,000.

    13F-HR 0001842974-25-000009 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,065 shares
    Change vs previous 13F -2,935 shares

    0.1% of the 13F portfolio, value $362,000.

    13F-HR 0001907157-25-000002 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,000 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $691,000.

    13F-HR 0001792704-24-000019 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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