LifePlan Financial, LLC: CVS position timeline

LifePlan Financial, LLC held 23,012 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 23,012 shares

   Change vs previous 13F +108 shares

   1.67% of the 13F portfolio, value $2,380,540.

   13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
   Filed 2026-07-21 (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).

2. period ended2026-03-31

   13F 22,904 shares

   Change vs previous 13F -415 shares

   1.22% of the 13F portfolio, value $1,644,929.

   13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
   Filed 2026-04-14 (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).

3. period ended2025-12-31

   13F 23,319 shares

   Change vs previous 13F +833 shares

   1.42% of the 13F portfolio, value $1,850,596.

   13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 22,486 shares

   Change vs previous 13F +1,620 shares

   1.34% of the 13F portfolio, value $1,695,220.

   13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 20,866 shares

   Change vs previous 13F +1,872 shares

   1.19% of the 13F portfolio, value $1,439,337.

   13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 18,994 shares

   Change vs previous 13F -2,069 shares

   1.12% of the 13F portfolio, value $1,286,844.

   13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 21,063 shares

   Change vs previous 13F -874 shares

   0.84% of the 13F portfolio, value $945,518.

   13F-HR 0001739485-25-000001 filed by LifePlan Financial, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 21,937 shares

   Change vs previous 13F not available

   1.18% of the 13F portfolio, value $1,379,367.

   13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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