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Disclosery

Lipe & Dalton: CVS position timeline

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

Lipe & Dalton held 23,870 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,870 shares
    Change vs previous 13F -495 shares

    1.15% of the 13F portfolio, value $2,469,000.

    13F-HR 0001570396-26-000006 filed by Lipe & Dalton
    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 24,365 shares
    Change vs previous 13F -2,292 shares

    0.92% of the 13F portfolio, value $1,750,000.

    13F-HR 0001570396-26-000005 filed by Lipe & Dalton
    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 26,657 shares
    Change vs previous 13F -640 shares

    1.04% of the 13F portfolio, value $2,115,000.

    13F-HR 0001570396-26-000003 filed by Lipe & Dalton
    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 27,297 shares
    Change vs previous 13F -100 shares

    1.02% of the 13F portfolio, value $2,058,000.

    13F-HR 0001570396-26-000004 filed by Lipe & Dalton
    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 27,397 shares
    Change vs previous 13F -725 shares

    1.02% of the 13F portfolio, value $1,890,000.

    13F-HR 0001570396-25-000003 filed by Lipe & Dalton
    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 28,122 shares
    Change vs previous 13F +920 shares

    1.07% of the 13F portfolio, value $1,905,000.

    13F-HR 0001570396-25-000002 filed by Lipe & Dalton
    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 27,202 shares
    Change vs previous 13F +52 shares

    0.65% of the 13F portfolio, value $1,221,000.

    13F-HR 0001570396-25-000001 filed by Lipe & Dalton
    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 27,150 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,707,000.

    13F-HR 0001570396-24-000004 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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