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LYNCH & ASSOCIATES/IN: CVS position timeline

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

LYNCH & ASSOCIATES/IN held 27,949 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,949 shares
    Change vs previous 13F +731 shares

    0.51% of the 13F portfolio, value $2,891,272.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 27,218 shares
    Change vs previous 13F -62 shares

    0.37% of the 13F portfolio, value $1,954,761.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 27,280 shares
    Change vs previous 13F +2,467 shares

    0.41% of the 13F portfolio, value $2,164,901.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 24,813 shares
    Change vs previous 13F +1,935 shares

    0.36% of the 13F portfolio, value $1,870,614.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 22,878 shares
    Change vs previous 13F +2,996 shares

    0.32% of the 13F portfolio, value $1,578,090.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 19,882 shares
    Change vs previous 13F +75 shares

    0.29% of the 13F portfolio, value $1,346,972.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 19,807 shares
    Change vs previous 13F -6,088 shares

    0.19% of the 13F portfolio, value $889,114.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    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 25,895 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,628,278.

    13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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