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Disclosery

Prospera Financial Services Inc: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospera Financial Services Inc on CVS, newest first. How the timeline and the estimate are built.

Prospera Financial Services Inc held 18,068 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,068 shares
    Change vs previous 13F -428 shares

    0.03% of the 13F portfolio, value $1,871,044.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 18,496 shares
    Change vs previous 13F -1,248 shares

    0.02% of the 13F portfolio, value $1,329,359.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 19,744 shares
    Change vs previous 13F -2,441 shares

    0.03% of the 13F portfolio, value $1,568,153.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 22,185 shares
    Change vs previous 13F -1,543 shares

    0.03% of the 13F portfolio, value $1,673,704.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 23,728 shares
    Change vs previous 13F +1,728 shares

    0.03% of the 13F portfolio, value $1,637,706.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 22,000 shares
    Change vs previous 13F -5,704 shares

    0.03% of the 13F portfolio, value $1,491,283.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 27,704 shares
    Change vs previous 13F -6,851 shares

    0.03% of the 13F portfolio, value $1,243,980.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 34,555 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,173,922.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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