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Orion Porfolio Solutions, LLC: CVS position timeline

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

Orion Porfolio Solutions, LLC held 45,562 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 45,562 shares
    Change vs previous 13F +374 shares

    0.04% of the 13F portfolio, value $4,713,435.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 45,188 shares
    Change vs previous 13F -11,514 shares

    0.03% of the 13F portfolio, value $3,245,414.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 56,702 shares
    Change vs previous 13F +12,764 shares

    0.03% of the 13F portfolio, value $4,499,828.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 43,938 shares
    Change vs previous 13F -8,091 shares

    0.03% of the 13F portfolio, value $3,312,525.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 52,029 shares
    Change vs previous 13F +1,858 shares

    0.03% of the 13F portfolio, value $3,588,915.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 50,171 shares
    Change vs previous 13F -3,782 shares

    0.03% of the 13F portfolio, value $3,399,037.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 53,953 shares
    Change vs previous 13F -12,725 shares

    0.02% of the 13F portfolio, value $2,421,965.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 66,678 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,192,711.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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