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Disclosery

ProVise Management Group, LLC: CVS position timeline

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

ProVise Management Group, LLC held 12,741 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,741 shares
    Change vs previous 13F +80 shares

    0.09% of the 13F portfolio, value $1,318,057.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 12,661 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $909,332.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 12,654 shares
    Change vs previous 13F -37 shares

    0.07% of the 13F portfolio, value $1,004,235.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 12,691 shares
    Change vs previous 13F -9 shares

    0.07% of the 13F portfolio, value $956,794.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 12,700 shares
    Change vs previous 13F -150 shares

    0.07% of the 13F portfolio, value $876,021.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 12,850 shares
    Change vs previous 13F -4,824 shares

    0.07% of the 13F portfolio, value $870,554.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 17,674 shares
    Change vs previous 13F -60,997 shares

    0.07% of the 13F portfolio, value $793,367.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 78,671 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,946,815.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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