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Disclosery

Spire Wealth Management: CVS position timeline

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

Spire Wealth Management held 34,060 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,060 shares
    Change vs previous 13F +833 shares

    0.11% of the 13F portfolio, value $3,523,502.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 33,227 shares
    Change vs previous 13F +6,932 shares

    0.08% of the 13F portfolio, value $2,386,374.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 26,295 shares
    Change vs previous 13F +18,883 shares

    0.07% of the 13F portfolio, value $2,086,737.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 7,412 shares
    Change vs previous 13F -334 shares

    0.02% of the 13F portfolio, value $558,812.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 7,746 shares
    Change vs previous 13F -64,594 shares

    0.02% of the 13F portfolio, value $534,297.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 72,340 shares
    Change vs previous 13F +59,943 shares

    0.16% of the 13F portfolio, value $4,901,060.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 12,397 shares
    Change vs previous 13F +2,634 shares

    0.02% of the 13F portfolio, value $556,497.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 9,763 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $613,917.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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