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Disclosery

XML Financial, LLC: CVS position timeline

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

XML Financial, LLC held 42,401 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,401 shares
    Change vs previous 13F -2,889 shares

    0.32% of the 13F portfolio, value $4,386,345.

    13F-HR 0001725547-26-000254 filed by XML 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 45,290 shares
    Change vs previous 13F -1,914 shares

    0.26% of the 13F portfolio, value $3,252,758.

    13F-HR 0001725547-26-000139 filed by XML 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 47,204 shares
    Change vs previous 13F -6,396 shares

    0.31% of the 13F portfolio, value $3,746,100.

    13F-HR 0001725547-26-000074 filed by XML 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 53,600 shares
    Change vs previous 13F -4,885 shares

    0.33% of the 13F portfolio, value $4,040,928.

    13F-HR 0001725547-25-004125 filed by XML 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 58,485 shares
    Change vs previous 13F -2,611 shares

    0.35% of the 13F portfolio, value $4,034,278.

    13F-HR 0001725547-25-003469 filed by XML 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 61,096 shares
    Change vs previous 13F -6,333 shares

    0.39% of the 13F portfolio, value $4,139,221.

    13F-HR 0001725547-25-001441 filed by XML 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 67,429 shares
    Change vs previous 13F -12,822 shares

    0.28% of the 13F portfolio, value $3,026,871.

    13F-HR 0001725547-25-000138 filed by XML 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 80,251 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,046,183.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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