Watts Gwilliam & Co., LLC: CVS position timeline

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

Watts Gwilliam & Co., LLC held 0 CVS shares at 2025-03-31 per its 13F-HR filed 2025-05-13.

the latest 13F is the newest step

period ended2025-03-31
13F 0 shares
Change vs previous 13F -7,302 shares
13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 7,302 shares
Change vs previous 13F +650 shares
0.07% of the 13F portfolio, value $334,286.
13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,652 shares
Change vs previous 13F -14,373 shares
0.1% of the 13F portfolio, value $438,367.
13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 21,025 shares
Change vs previous 13F not available
0.36% of the 13F portfolio, value $1,177,400.
13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).