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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on CVS, newest first. How the timeline and the estimate are built.

WEATHERLY ASSET MANAGEMENT L. P. held 10,150 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,150 shares
    Change vs previous 13F -209 shares

    0.07% of the 13F portfolio, value $1,050,049.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 10,359 shares
    Change vs previous 13F -29 shares

    0.06% of the 13F portfolio, value $744,005.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 10,388 shares
    Change vs previous 13F -2,008 shares

    0.06% of the 13F portfolio, value $824,370.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 12,396 shares
    Change vs previous 13F -732 shares

    0.08% of the 13F portfolio, value $934,506.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 13,128 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $905,598.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 13,123 shares
    Change vs previous 13F -14 shares

    0.08% of the 13F portfolio, value $889,076.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 13,137 shares
    Change vs previous 13F -2,289 shares

    0.05% of the 13F portfolio, value $589,734.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 15,426 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $969,969.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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