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Disclosery

Tyler-Stone Wealth Management: CVS position timeline

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

Tyler-Stone Wealth Management held 3,945 CVS shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,945 shares
    Change vs previous 13F -2,972 shares

    0.04% of the 13F portfolio, value $272,112.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone 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 ended2025-03-31
    13F 6,917 shares
    Change vs previous 13F -2,757 shares

    0.08% of the 13F portfolio, value $468,617.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone 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 ended2024-12-31
    13F 9,674 shares
    Change vs previous 13F -495 shares

    0.08% of the 13F portfolio, value $434,290.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone 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 ended2024-09-30
    13F 10,169 shares
    Change vs previous 13F +4,632 shares

    0.12% of the 13F portfolio, value $639,438.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone 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 ended2024-06-30
    13F 5,537 shares
    Change vs previous 13F +1,765 shares

    0.13% of the 13F portfolio, value $327,037.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone 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 ended2024-03-31
    13F 3,772 shares
    Change vs previous 13F +336 shares

    0.13% of the 13F portfolio, value $300,843.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone 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 ended2023-12-31
    13F 3,436 shares
    Change vs previous 13F +55 shares

    0.14% of the 13F portfolio, value $271,285.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone 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 ended2023-09-30
    13F 3,381 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $236,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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