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Disclosery

Lindbrook Capital, LLC: CVS position timeline

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

Lindbrook Capital, LLC held 8,688 CVS shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 8,688 shares
    Change vs previous 13F +1,916 shares

    0.05% of the 13F portfolio, value $588,612.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 6,772 shares
    Change vs previous 13F +248 shares

    0.03% of the 13F portfolio, value $303,995.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 6,524 shares
    Change vs previous 13F +527 shares

    0.04% of the 13F portfolio, value $410,229.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 5,997 shares
    Change vs previous 13F -2,047 shares

    0.03% of the 13F portfolio, value $354,183.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 8,044 shares
    Change vs previous 13F -969 shares

    0.06% of the 13F portfolio, value $641,589.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 9,013 shares
    Change vs previous 13F +2,351 shares

    0.07% of the 13F portfolio, value $711,666.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 6,662 shares
    Change vs previous 13F +445 shares

    0.05% of the 13F portfolio, value $465,141.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 6,217 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $429,781.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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