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Disclosery

Westside Investment Management, Inc.: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westside Investment Management, Inc. on CVS, newest first. How the timeline and the estimate are built.

Westside Investment Management, Inc. held 33,865 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,865 shares
    Change vs previous 13F -5,579 shares

    0.46% of the 13F portfolio, value $3,503,387.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
    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 39,444 shares
    Change vs previous 13F -6,365 shares

    0.43% of the 13F portfolio, value $2,837,180.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
    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 45,809 shares
    Change vs previous 13F -1,699 shares

    0.58% of the 13F portfolio, value $3,638,866.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    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 47,508 shares
    Change vs previous 13F -1,006 shares

    0.57% of the 13F portfolio, value $3,588,269.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    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 48,514 shares
    Change vs previous 13F -869 shares

    0.62% of the 13F portfolio, value $3,349,070.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    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 49,383 shares
    Change vs previous 13F +300 shares

    0.71% of the 13F portfolio, value $3,346,678.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 49,083 shares
    Change vs previous 13F -15,434 shares

    0.46% of the 13F portfolio, value $2,203,362.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 64,517 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,040,887.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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