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Waverly Advisors, LLC: CVS position timeline

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

Waverly Advisors, LLC held 90,642 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,642 shares
    Change vs previous 13F +6,672 shares

    0.05% of the 13F portfolio, value $9,376,922.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 83,970 shares
    Change vs previous 13F +3,050 shares

    0.05% of the 13F portfolio, value $6,030,748.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 80,920 shares
    Change vs previous 13F +55,159 shares

    0.05% of the 13F portfolio, value $6,421,814.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 25,761 shares
    Change vs previous 13F +3,498 shares

    0.02% of the 13F portfolio, value $1,942,088.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 22,263 shares
    Change vs previous 13F -5,544 shares

    0.02% of the 13F portfolio, value $1,535,735.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 27,807 shares
    Change vs previous 13F +8,736 shares

    0.02% of the 13F portfolio, value $1,883,916.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 19,071 shares
    Change vs previous 13F +1,392 shares

    0.01% of the 13F portfolio, value $856,083.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 17,679 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,111,631.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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