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Diversify Advisory Services, LLC: CVS position timeline

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

Diversify Advisory Services, LLC held 67,412 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,412 shares
    Change vs previous 13F +24,681 shares

    0.06% of the 13F portfolio, value $7,217,772.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 33,706 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,706 shares

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

  2. period ended2026-03-31
    13F 42,731 shares
    Change vs previous 13F +9,967 shares

    0.06% of the 13F portfolio, value $3,585,157.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 11,369 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,362 shares

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

  3. period ended2025-12-31
    13F 32,764 shares
    Change vs previous 13F +1,703 shares

    0.05% of the 13F portfolio, value $2,602,218.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 19,795 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,969 shares

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

  4. period ended2025-09-30
    13F 31,061 shares
    Change vs previous 13F +3,057 shares

    0.05% of the 13F portfolio, value $2,436,460.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 18,301 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,760 shares

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

  5. period ended2025-06-30
    13F 28,004 shares
    Change vs previous 13F +6,096 shares

    0.04% of the 13F portfolio, value $1,834,553.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,894 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,110 shares

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

  6. period ended2025-03-31
    13F 21,908 shares
    Change vs previous 13F -3,547 shares

    0.05% of the 13F portfolio, value $1,424,685.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,634 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,274 shares

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

  7. period ended2024-12-31
    13F 25,455 shares
    Change vs previous 13F -18,619 shares

    0.04% of the 13F portfolio, value $1,222,090.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,274 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,181 shares

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

  8. period ended2024-09-30
    13F 44,074 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,504,484.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 28,301 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,773 shares

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