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Disclosery

Principle Wealth Partners LLC: CVS position timeline

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

Principle Wealth Partners LLC held 20,714 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,714 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $2,142,902.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 20,713 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $1,487,638.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 20,712 shares
    Change vs previous 13F -1,057 shares

    0.09% of the 13F portfolio, value $1,643,733.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 21,769 shares
    Change vs previous 13F -67 shares

    0.1% of the 13F portfolio, value $1,641,189.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 21,836 shares
    Change vs previous 13F +43 shares

    0.09% of the 13F portfolio, value $1,506,259.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 21,793 shares
    Change vs previous 13F -303 shares

    0.11% of the 13F portfolio, value $1,476,479.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 22,096 shares
    Change vs previous 13F -1,674 shares

    0.07% of the 13F portfolio, value $991,922.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 23,770 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,494,674.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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