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Disclosery

Simplify Asset Management Inc.: CVS position timeline

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

Simplify Asset Management Inc. held 71,090 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,090 shares
    Change vs previous 13F +17,077 shares

    0.1% of the 13F portfolio, value $7,354,260.

    13F-HR 0001172661-26-002646 filed by Simplify Asset Management 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 54,013 shares
    Change vs previous 13F -20,111 shares

    0.06% of the 13F portfolio, value $3,879,214.

    13F-HR 0001172661-26-001545 filed by Simplify Asset Management 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 74,124 shares
    Change vs previous 13F -10,802 shares

    0.1% of the 13F portfolio, value $5,882,481.

    13F-HR 0001172661-26-000536 filed by Simplify Asset Management 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 84,926 shares
    Change vs previous 13F +37,960 shares

    0.13% of the 13F portfolio, value $6,402,571.

    13F-HR 0001172661-25-004330 filed by Simplify Asset Management 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 46,966 shares
    Change vs previous 13F +37,861 shares

    0.2% of the 13F portfolio, value $3,239,715.

    13F-HR 0001172661-25-002950 filed by Simplify Asset Management 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 9,105 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $616,864.

    13F-HR 0001172661-25-001739 filed by Simplify Asset Management 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 9,114 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $409,127.

    13F-HR 0001172661-25-000651 filed by Simplify Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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