LPL Financial LLC: CVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on CVS, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 1,555,458 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,555,458 sharesChange vs previous 13F +110,500 shares
0.04% of the 13F portfolio, value $160,912,185.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,444,958 sharesChange vs previous 13F -36,726 shares
0.03% of the 13F portfolio, value $103,776,929.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,481,684 sharesChange vs previous 13F +70,107 shares
0.03% of the 13F portfolio, value $117,586,452.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,411,577 sharesChange vs previous 13F +218,174 shares
0.03% of the 13F portfolio, value $106,418,835.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,193,403 sharesChange vs previous 13F -8,238 shares
0.03% of the 13F portfolio, value $82,320,954.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,201,641 sharesChange vs previous 13F +122,419 shares
0.03% of the 13F portfolio, value $81,411,153.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,079,222 sharesChange vs previous 13F -190,153 shares
0.02% of the 13F portfolio, value $48,446,274.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,269,375 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $79,818,300.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).