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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

  1. period ended2026-06-30
    13F 1,555,458 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,444,958 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 1,481,684 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 1,411,577 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 1,193,403 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 1,201,641 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 1,079,222 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 1,269,375 shares
    Change 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), ingested

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