Skip to content
Disclosery

Portside Wealth Group, LLC: CVS position timeline

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

Portside Wealth Group, LLC held 31,747 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,747 shares
    Change vs previous 13F -2,822 shares

    0.38% of the 13F portfolio, value $3,284,171.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 34,569 shares
    Change vs previous 13F +2,594 shares

    0.34% of the 13F portfolio, value $2,482,759.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 31,975 shares
    Change vs previous 13F +923 shares

    0.34% of the 13F portfolio, value $2,537,503.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 31,052 shares
    Change vs previous 13F +1,115 shares

    0.32% of the 13F portfolio, value $2,341,011.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 29,937 shares
    Change vs previous 13F -898 shares

    0.31% of the 13F portfolio, value $2,065,054.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 30,835 shares
    Change vs previous 13F +3,956 shares

    0.34% of the 13F portfolio, value $2,089,071.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 26,879 shares
    Change vs previous 13F -1,387 shares

    0.2% of the 13F portfolio, value $1,206,599.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 28,266 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,777,367.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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