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Disclosery

NewEdge Advisors, LLC: CVS position timeline

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

NewEdge Advisors, LLC held 182,038 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,038 shares
    Change vs previous 13F +51,116 shares

    0.06% of the 13F portfolio, value $18,831,885.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 130,922 shares
    Change vs previous 13F +23,233 shares

    0.03% of the 13F portfolio, value $9,402,771.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 107,689 shares
    Change vs previous 13F +24,608 shares

    0.03% of the 13F portfolio, value $8,546,155.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 83,081 shares
    Change vs previous 13F -2,188 shares

    0.03% of the 13F portfolio, value $6,263,426.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 85,269 shares
    Change vs previous 13F -13,907 shares

    0.03% of the 13F portfolio, value $5,881,899.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 99,176 shares
    Change vs previous 13F +41,871 shares

    0.04% of the 13F portfolio, value $6,719,290.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 57,305 shares
    Change vs previous 13F -4,749 shares

    0.02% of the 13F portfolio, value $2,572,395.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 62,054 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,902,001.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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