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Disclosery

Steward Partners Investment Advisory, LLC: CVS position timeline

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

Steward Partners Investment Advisory, LLC held 72,108 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 72,108 shares
    Change vs previous 13F +8,917 shares

    0.04% of the 13F portfolio, value $7,459,526.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 63,191 shares
    Change vs previous 13F +2,335 shares

    0.02% of the 13F portfolio, value $4,538,340.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 60,856 shares
    Change vs previous 13F +1,192 shares

    0.03% of the 13F portfolio, value $4,829,539.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 59,664 shares
    Change vs previous 13F -12 shares

    0.03% of the 13F portfolio, value $4,498,076.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 59,676 shares
    Change vs previous 13F -939 shares

    0.03% of the 13F portfolio, value $4,116,462.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 60,615 shares
    Change vs previous 13F -1,490 shares

    0.04% of the 13F portfolio, value $4,106,653.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 62,105 shares
    Change vs previous 13F -28,720 shares

    0.02% of the 13F portfolio, value $2,787,915.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 90,825 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,711,090.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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