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SHELTON CAPITAL MANAGEMENT: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHELTON CAPITAL MANAGEMENT on CVS, newest first. How the timeline and the estimate are built.

SHELTON CAPITAL MANAGEMENT held 156,347 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,347 shares
    Change vs previous 13F -168,989 shares

    0.3% of the 13F portfolio, value $16,174,125.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL MANAGEMENT
    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 325,336 shares
    Change vs previous 13F -118,561 shares

    0.51% of the 13F portfolio, value $23,365,637.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL MANAGEMENT
    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 443,897 shares
    Change vs previous 13F +268,816 shares

    0.7% of the 13F portfolio, value $35,227,660.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL MANAGEMENT
    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 175,081 shares
    Change vs previous 13F +8,905 shares

    0.28% of the 13F portfolio, value $13,199,376.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL MANAGEMENT
    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 166,176 shares
    Change vs previous 13F +94,433 shares

    0.26% of the 13F portfolio, value $11,462,820.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL MANAGEMENT
    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 71,743 shares
    Change vs previous 13F +15,202 shares

    0.12% of the 13F portfolio, value $4,860,588.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL MANAGEMENT
    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 56,541 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,538,113.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL MANAGEMENT
    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 56,541 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,555,280.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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