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Disclosery

NewEdge Wealth, LLC: CVS position timeline

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

NewEdge Wealth, LLC held 20,936 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,936 shares
    Change vs previous 13F +6,333 shares

    0.02% of the 13F portfolio, value $2,165,817.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 14,603 shares
    Change vs previous 13F -10,496 shares

    0.01% of the 13F portfolio, value $1,048,772.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 25,099 shares
    Change vs previous 13F +8,200 shares

    0.02% of the 13F portfolio, value $1,991,875.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 16,899 shares
    Change vs previous 13F -18,855 shares

    0.02% of the 13F portfolio, value $1,327,417.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 35,754 shares
    Change vs previous 13F +20,983 shares

    0.04% of the 13F portfolio, value $2,273,247.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 14,771 shares
    Change vs previous 13F +376 shares

    0.02% of the 13F portfolio, value $1,000,726.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 14,395 shares
    Change vs previous 13F +908 shares

    0.01% of the 13F portfolio, value $646,197.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 13,487 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $848,050.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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