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Orca Investment Management, LLC: CVS position timeline

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

Orca Investment Management, LLC held 34,836 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,836 shares
    Change vs previous 13F -187 shares

    2.62% of the 13F portfolio, value $3,603,784.

    13F-HR 0001104659-26-091712 filed by Orca Investment Management, 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 35,023 shares
    Change vs previous 13F -114 shares

    2.14% of the 13F portfolio, value $2,515,352.

    13F-HR 0001104659-26-047339 filed by Orca Investment Management, 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 35,137 shares
    Change vs previous 13F +181 shares

    2.2% of the 13F portfolio, value $2,788,472.

    13F-HR 0001104659-26-004940 filed by Orca Investment Management, 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 34,956 shares
    Change vs previous 13F -818 shares

    2.16% of the 13F portfolio, value $2,635,333.

    13F-HR 0001104659-25-104091 filed by Orca Investment Management, 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 35,774 shares
    Change vs previous 13F -3,019 shares

    2.23% of the 13F portfolio, value $2,467,691.

    13F-HR 0001104659-25-070685 filed by Orca Investment Management, 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 38,793 shares
    Change vs previous 13F -629 shares

    2.63% of the 13F portfolio, value $2,628,226.

    13F-HR 0001104659-25-045448 filed by Orca Investment Management, 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 39,422 shares
    Change vs previous 13F -1,053 shares

    1.66% of the 13F portfolio, value $1,769,654.

    13F-HR 0001104659-25-012662 filed by Orca Investment Management, 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 40,475 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,545,068.

    13F-HR 0001104659-24-108000 filed by Orca Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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