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Disclosery

Williams Financial, LLC: CVS position timeline

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

Williams Financial, LLC held 6,895 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,895 shares
    Change vs previous 13F -125 shares

    0.37% of the 13F portfolio, value $713,258.

    13F-HR 0001214659-26-008749 filed by Williams Financial, 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 7,020 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $504,152.

    13F-HR 0001214659-26-005070 filed by Williams Financial, 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 7,020 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $557,075.

    13F-HR 0001214659-26-001066 filed by Williams Financial, 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 7,020 shares
    Change vs previous 13F +97 shares

    0.55% of the 13F portfolio, value $529,203.

    13F-HR 0001214659-25-015285 filed by Williams Financial, 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 6,923 shares
    Change vs previous 13F +167 shares

    0.52% of the 13F portfolio, value $477,542.

    13F-HR 0001214659-25-010315 filed by Williams Financial, 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 6,756 shares
    Change vs previous 13F +94 shares

    0.32% of the 13F portfolio, value $457,713.

    13F-HR 0001214659-25-006263 filed by Williams Financial, 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 6,662 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $299,072.

    13F-HR 0001214659-25-001261 filed by Williams Financial, 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 6,662 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $418,923.

    13F-HR 0001214659-24-017784 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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