PEAK FINANCIAL ADVISORS LLC: CVS position timeline

PEAK FINANCIAL ADVISORS LLC held 36,666 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 36,666 shares

   Change vs previous 13F +6,259 shares

   1.57% of the 13F portfolio, value $3,793,077.

   13F-HR 0001843309-26-000008 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 30,407 shares

   Change vs previous 13F -7,113 shares

   0.97% of the 13F portfolio, value $2,183,811.

   13F-HR 0001843309-26-000006 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 37,520 shares

   Change vs previous 13F +19,298 shares

   1.34% of the 13F portfolio, value $2,977,587.

   13F-HR 0001843309-26-000002 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 18,222 shares

   Change vs previous 13F +3,413 shares

   0.66% of the 13F portfolio, value $1,373,757.

   13F-HR 0001843309-25-000012 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 14,809 shares

   Change vs previous 13F not available

   0.52% of the 13F portfolio, value $1,021,525.

   13F-HR 0001843309-25-000007 filed by PEAK FINANCIAL ADVISORS LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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