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Disclosery

Triangle Securities Wealth Management: CVS position timeline

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

Triangle Securities Wealth Management held 8,559 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,559 shares
    Change vs previous 13F -333 shares

    0.18% of the 13F portfolio, value $885,429.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 8,892 shares
    Change vs previous 13F -632 shares

    0.14% of the 13F portfolio, value $638,623.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 9,524 shares
    Change vs previous 13F -131 shares

    0.16% of the 13F portfolio, value $755,825.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 9,655 shares
    Change vs previous 13F -143 shares

    0.16% of the 13F portfolio, value $727,890.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 9,798 shares
    Change vs previous 13F -65 shares

    0.17% of the 13F portfolio, value $675,866.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 9,863 shares
    Change vs previous 13F -197 shares

    0.17% of the 13F portfolio, value $668,218.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 10,060 shares
    Change vs previous 13F -4,268 shares

    0.12% of the 13F portfolio, value $451,593.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 14,328 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $900,945.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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