Skip to content
Disclosery

TCI Wealth Advisors, Inc.: CVS position timeline

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

TCI Wealth Advisors, Inc. held 12,053 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,053 shares
    Change vs previous 13F -1,213 shares

    0.05% of the 13F portfolio, value $1,246,885.

    13F-HR 0002085853-26-000896 filed by TCI Wealth Advisors, 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 13,266 shares
    Change vs previous 13F -26 shares

    0.05% of the 13F portfolio, value $952,766.

    13F-HR 0002085853-26-000512 filed by TCI Wealth Advisors, 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 13,292 shares
    Change vs previous 13F -377 shares

    0.06% of the 13F portfolio, value $1,054,855.

    13F-HR 0002085853-26-000168 filed by TCI Wealth Advisors, 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 13,669 shares
    Change vs previous 13F -149 shares

    0.06% of the 13F portfolio, value $1,030,507.

    13F-HR 0002085853-25-000069 filed by TCI Wealth Advisors, 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 13,818 shares
    Change vs previous 13F -12 shares

    0.07% of the 13F portfolio, value $953,167.

    13F-HR 0001667731-25-000838 filed by TCI Wealth Advisors, 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 13,830 shares
    Change vs previous 13F -918 shares

    0.08% of the 13F portfolio, value $937,007.

    13F-HR 0001667731-25-000462 filed by TCI Wealth Advisors, 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 14,748 shares
    Change vs previous 13F -104 shares

    0.06% of the 13F portfolio, value $662,038.

    13F-HR 0001667731-25-000112 filed by TCI Wealth Advisors, Inc.
    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 14,852 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $933,894.

    13F-HR 0001583751-24-000006 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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