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Disclosery

Michels Family Financial, LLC: CVS position timeline

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

Michels Family Financial, LLC held 14,091 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,091 shares
    Change vs previous 13F +316 shares

    0.93% of the 13F portfolio, value $1,457,667.

    13F-HR 0001214659-26-010286 filed by Michels Family 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 13,775 shares
    Change vs previous 13F +3,358 shares

    0.71% of the 13F portfolio, value $989,347.

    13F-HR 0001214659-26-005035 filed by Michels Family 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 10,417 shares
    Change vs previous 13F -3 shares

    0.61% of the 13F portfolio, value $826,682.

    13F-HR 0001214659-26-002176 filed by Michels Family 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 10,420 shares
    Change vs previous 13F +187 shares

    0.61% of the 13F portfolio, value $785,548.

    13F-HR 0001214659-25-016133 filed by Michels Family 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 10,233 shares
    Change vs previous 13F -100 shares

    0.6% of the 13F portfolio, value $705,854.

    13F-HR 0001214659-25-010478 filed by Michels Family 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 10,333 shares
    Change vs previous 13F +222 shares

    0.63% of the 13F portfolio, value $700,036.

    13F-HR 0001214659-25-007892 filed by Michels Family 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 10,111 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $453,890.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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