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Disclosery

Concord Wealth Partners: CVS position timeline

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

Concord Wealth Partners held 90,256 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 90,256 shares
    Change vs previous 13F +9,789 shares

    0.61% of the 13F portfolio, value $9,336,985.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 46,066 shares
    • Concord Asset Management, LLC/VA: 44,190 shares

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

  2. period ended2026-03-31
    13F 80,467 shares
    Change vs previous 13F +5,710 shares

    0.42% of the 13F portfolio, value $5,779,115.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 40,899 shares
    • Concord Asset Management, LLC/VA: 39,568 shares

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

  3. period ended2025-12-31
    13F 74,757 shares
    Change vs previous 13F +2,159 shares

    0.44% of the 13F portfolio, value $5,932,733.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 38,028 shares
    • Concord Asset Management, LLC/VA: 36,729 shares

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

  4. period ended2025-09-30
    13F 72,598 shares
    Change vs previous 13F +4,442 shares

    0.43% of the 13F portfolio, value $5,473,223.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 36,569 shares
    • Concord Asset Management, LLC/VA: 36,029 shares

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

  5. period ended2025-06-30
    13F 68,156 shares
    Change vs previous 13F +67,230 shares

    0.35% of the 13F portfolio, value $4,701,428.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 34,078 shares
    • Concord Asset Management, LLC/VA: 34,078 shares

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

  6. period ended2025-03-31
    13F 926 shares
    Change vs previous 13F -295 shares

    0.01% of the 13F portfolio, value $62,721.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    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 1,221 shares
    Change vs previous 13F -946 shares

    0.01% of the 13F portfolio, value $54,810.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 2,167 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $136,280.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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