Skip to content
Disclosery

Total Wealth Planning & Management, Inc.: CVS position timeline

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

Total Wealth Planning & Management, Inc. held 5,467 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,467 shares
    Change vs previous 13F +72 shares

    0.41% of the 13F portfolio, value $565,549.

    13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, 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 5,395 shares
    Change vs previous 13F +186 shares

    0.31% of the 13F portfolio, value $387,454.

    13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, 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 5,209 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $413,353.

    13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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