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Persium Advisors, LLC: CVS position timeline

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

Persium Advisors, LLC held 10,728 CVS shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,728 shares
    Change vs previous 13F +181 shares

    0.48% of the 13F portfolio, value $919,282.

    13F-HR 0002033683-26-000007 filed by Persium Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 10,547 shares
    Change vs previous 13F +1,033 shares

    0.71% of the 13F portfolio, value $1,091,087.

    13F-HR/A 0002033683-26-000005 filed by Persium 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 ended2026-03-31
    13F 9,514 shares
    Change vs previous 13F +493 shares

    0.54% of the 13F portfolio, value $683,295.

    13F-HR 0002033683-26-000002 filed by Persium 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 ended2025-12-31
    13F 9,021 shares
    Change vs previous 13F -550 shares

    0.52% of the 13F portfolio, value $715,907.

    13F-HR 0002033683-26-000001 filed by Persium 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 ended2025-09-30
    13F 9,571 shares
    Change vs previous 13F +561 shares

    0.54% of the 13F portfolio, value $721,558.

    13F-HR 0002033683-25-000006 filed by Persium 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 ended2025-06-30
    13F 9,010 shares
    Change vs previous 13F +785 shares

    0.51% of the 13F portfolio, value $621,510.

    13F-HR 0002033683-25-000004 filed by Persium 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 ended2025-03-31
    13F 8,225 shares
    Change vs previous 13F +1,035 shares

    0.53% of the 13F portfolio, value $557,244.

    13F-HR 0002033683-25-000003 filed by Persium 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 ended2024-12-31
    13F 7,190 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $322,759.

    13F-HR 0002033683-25-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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