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Disclosery

Vest Financial, LLC: CVS position timeline

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

Vest Financial, LLC held 41,112 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,112 shares
    Change vs previous 13F +657 shares

    0.04% of the 13F portfolio, value $4,253,039.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 40,455 shares
    Change vs previous 13F -1,914 shares

    0.03% of the 13F portfolio, value $2,905,480.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 42,369 shares
    Change vs previous 13F +13,561 shares

    0.04% of the 13F portfolio, value $3,362,404.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 28,808 shares
    Change vs previous 13F +5,540 shares

    0.03% of the 13F portfolio, value $2,171,835.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 23,268 shares
    Change vs previous 13F +6,561 shares

    0.02% of the 13F portfolio, value $1,605,026.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 16,707 shares
    Change vs previous 13F +7,077 shares

    0.02% of the 13F portfolio, value $1,131,900.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 9,630 shares
    Change vs previous 13F +1,492 shares

    0.01% of the 13F portfolio, value $432,290.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 8,138 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $511,717.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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