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Disclosery

Stamos Capital Partners, L.P.: CVS position timeline

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

Stamos Capital Partners, L.P. held 54,289 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,289 shares
    Change vs previous 13F -24,433 shares

    0.86% of the 13F portfolio, value $5,616,197.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 78,722 shares
    Change vs previous 13F +10,874 shares

    0.88% of the 13F portfolio, value $5,653,814.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 67,848 shares
    Change vs previous 13F +29,233 shares

    0.87% of the 13F portfolio, value $5,384,417.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 38,615 shares
    Change vs previous 13F -18,899 shares

    0.55% of the 13F portfolio, value $2,911,185.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 57,514 shares
    Change vs previous 13F +6,659 shares

    0.71% of the 13F portfolio, value $3,967,316.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 50,855 shares
    Change vs previous 13F -45,405 shares

    0.9% of the 13F portfolio, value $3,445,426.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 96,260 shares
    Change vs previous 13F +9,000 shares

    1.01% of the 13F portfolio, value $4,321,111.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 87,260 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $5,486,909.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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