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Quotient Wealth Partners, LLC: CVS position timeline

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

Quotient Wealth Partners, LLC held 7,890 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 7,890 shares
    Change vs previous 13F +783 shares

    0.02% of the 13F portfolio, value $816,241.

    13F-HR 0002004904-26-000004 filed by Quotient 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 7,107 shares
    Change vs previous 13F -290 shares

    0.01% of the 13F portfolio, value $510,431.

    13F-HR 0002004904-26-000003 filed by Quotient 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 7,397 shares
    Change vs previous 13F -276 shares

    0.02% of the 13F portfolio, value $587,015.

    13F-HR 0002004904-26-000001 filed by Quotient 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 7,673 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $578,489.

    13F-HR 0002004904-25-000008 filed by Quotient 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 7,823 shares
    Change vs previous 13F +59 shares

    0.02% of the 13F portfolio, value $539,659.

    13F-HR 0002004904-25-000005 filed by Quotient 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 7,764 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $526,024.

    13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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