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Cerity Partners LLC: CVS position timeline

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

Cerity Partners LLC held 435,153 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 435,153 shares
    Change vs previous 13F -5,553 shares

    0.05% of the 13F portfolio, value $45,016,853.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 440,706 shares
    Change vs previous 13F -6,181 shares

    0.04% of the 13F portfolio, value $31,651,723.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 446,887 shares
    Change vs previous 13F -89,609 shares

    0.05% of the 13F portfolio, value $35,464,959.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 536,496 shares
    Change vs previous 13F +104,401 shares

    0.07% of the 13F portfolio, value $40,446,473.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 432,095 shares
    Change vs previous 13F -216,171 shares

    0.05% of the 13F portfolio, value $29,805,955.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 648,266 shares
    Change vs previous 13F +129,535 shares

    0.09% of the 13F portfolio, value $43,920,049.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 518,731 shares
    Change vs previous 13F -99,249 shares

    0.05% of the 13F portfolio, value $24,027,506.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 617,980 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $38,858,688.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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