Skip to content
Disclosery

Focus Partners Wealth: CVS position timeline

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

Focus Partners Wealth held 377,818 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 377,818 shares
    Change vs previous 13F -141,101 shares

    0.04% of the 13F portfolio, value $39,088,915.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 371,576 shares
    • Focus Partners Advisor Solutions, LLC: 6,242 shares

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

  2. period ended2026-03-31
    13F 518,919 shares
    Change vs previous 13F -19,499 shares

    0.04% of the 13F portfolio, value $37,316,873.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 505,099 shares
    • Focus Partners Advisor Solutions, LLC: 13,820 shares

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

  3. period ended2025-12-31
    13F 538,418 shares
    Change vs previous 13F +221,114 shares

    0.04% of the 13F portfolio, value $42,566,211.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 517,967 shares
    • Focus Partners Advisor Solutions, LLC: 20,451 shares

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

  4. period ended2025-09-30
    13F 317,304 shares
    Change vs previous 13F +28,838 shares

    0.03% of the 13F portfolio, value $23,941,656.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 297,988 shares
    • Focus Partners Advisor Solutions, LLC: 19,316 shares

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

  5. period ended2025-06-30
    13F 288,466 shares
    Change vs previous 13F -50,758 shares

    0.04% of the 13F portfolio, value $19,897,950.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 277,853 shares
    • Focus Partners Advisor Solutions, LLC: 10,613 shares

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

  6. period ended2025-03-31
    13F/A 339,224 shares
    Change vs previous 13F -29,892 shares

    0.05% of the 13F portfolio, value $22,982,463.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 325,036 shares
    • Focus Partners Advisor Solutions, LLC: 14,188 shares

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

  7. period ended2024-12-31
    13F/A 369,116 shares
    Change vs previous 13F -94,553 shares

    0.04% of the 13F portfolio, value $16,569,684.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 369,116 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 463,669 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $29,155,697.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 457,114 shares
    • Focus Partners Advisor Solutions, LLC: 6,555 shares

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