Skip to content
Disclosery

Strategic Planning, Inc.: CVS position timeline

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

Strategic Planning, Inc. held 146,342 CVS shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 146,342 shares
    Change vs previous 13F +1,733 shares

    5.27% of the 13F portfolio, value $10,510,274.

    13F-HR 0001213900-26-058124 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 144,609 shares
    Change vs previous 13F +162 shares

    6.18% of the 13F portfolio, value $11,476,150.

    13F-HR 0001213900-26-017626 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 144,447 shares
    Change vs previous 13F +1,233 shares

    6.3% of the 13F portfolio, value $10,889,859.

    13F-HR 0001213900-25-100168 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 143,214 shares
    Change vs previous 13F -2,223 shares

    5.92% of the 13F portfolio, value $9,878,873.

    13F-HR 0001213900-25-100166 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 145,437 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $9,853,332.

    13F-HR 0001213900-25-063531 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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