WealthBridge Capital Management, LLC: CVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthBridge Capital Management, LLC on CVS, newest first. How the timeline and the estimate are built.
WealthBridge Capital Management, LLC held 3,690 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,690 sharesChange vs previous 13F -61 shares
0.08% of the 13F portfolio, value $381,730.
13F-HR 0001951757-26-001059 filed by WealthBridge Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,751 sharesChange vs previous 13F +21 shares
0.06% of the 13F portfolio, value $269,397.
13F-HR 0001951757-26-000641 filed by WealthBridge Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,730 sharesChange vs previous 13F -50 shares
0.07% of the 13F portfolio, value $296,013.
13F-HR 0001951757-26-000253 filed by WealthBridge Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,780 sharesChange vs previous 13F +34 shares
0.07% of the 13F portfolio, value $284,974.
13F-HR 0001951757-25-001328 filed by WealthBridge Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,746 sharesChange vs previous 13F +228 shares
0.07% of the 13F portfolio, value $258,399.
13F-HR 0001951757-25-001065 filed by WealthBridge Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,518 sharesChange vs previous 13F +3,518 shares
0.07% of the 13F portfolio, value $238,344.
13F-HR 0001951757-25-000448 filed by WealthBridge Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -3,496 shares
13F-HR 0001951757-25-000173 filed by WealthBridge Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 3,496 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $219,828.
13F-HR 0001951757-24-000986 filed by WealthBridge Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).