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Disclosery

TD PRIVATE CLIENT WEALTH LLC: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD PRIVATE CLIENT WEALTH LLC on CVS, newest first. How the timeline and the estimate are built.

TD PRIVATE CLIENT WEALTH LLC held 111,151 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,151 shares
    Change vs previous 13F +3,945 shares

    0.21% of the 13F portfolio, value $11,498,571.

    13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT WEALTH 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 107,206 shares
    Change vs previous 13F -4,133 shares

    0.16% of the 13F portfolio, value $7,699,535.

    13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT WEALTH 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 111,339 shares
    Change vs previous 13F -5,390 shares

    0.19% of the 13F portfolio, value $8,835,863.

    13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT WEALTH 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 116,729 shares
    Change vs previous 13F +17,055 shares

    0.2% of the 13F portfolio, value $8,800,199.

    13F-HR 0002052595-25-000069 filed by TD PRIVATE CLIENT WEALTH 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 99,674 shares
    Change vs previous 13F +20,760 shares

    0.17% of the 13F portfolio, value $6,875,513.

    13F-HR 0002052595-25-000004 filed by TD PRIVATE CLIENT WEALTH 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 78,914 shares
    Change vs previous 13F +47,649 shares

    0.15% of the 13F portfolio, value $5,346,424.

    13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT WEALTH 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 31,265 shares
    Change vs previous 13F -15,673 shares

    0.04% of the 13F portfolio, value $1,403,486.

    13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT WEALTH 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 46,938 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,951,461.

    13F-HR 0001654954-24-014605 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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