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Public ownership evidence

CVS HEALTH CORPORATION (CVS) Ownership Disclosures

Read CVS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-11-062026-11-06Shah Prem SP23,855Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-06 and its public availability date is 2026-11-06. Subtracting those calendar dates gives 0 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code P: a purchase. A purchase code is only one eligibility check. Confirm reporting-owner role, amendment lineage and coverage before treating it as a strategy input.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0000064803-26-000112 ↗13F 0002110329-26-000015 ↗13F 0002110329-26-000014 ↗

Recent Form 4 activity

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2026-11-062026-11-06Shah Prem SP23,855Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29217$22,449None
Cornerstone Financial Management LLC2026-03-312026-08-29143$10,270None
Cornerstone Financial Management LLC2025-12-312026-08-29113$8,968None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-291,800$121,950Call
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2935,883$2,431,064None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-288,123$840,324None
Advisors Asset Management, Inc.2021-12-312026-08-28211,334$21,801,215None
Advisors Asset Management, Inc.2022-12-312026-08-28156,945$14,625,705None
Advisors Asset Management, Inc.2020-06-302026-08-2816$1,040None
Advisors Asset Management, Inc.2020-06-302026-08-28261,118$16,964,836None
Advisors Asset Management, Inc.2022-06-302026-08-28192,178$17,807,000None
Advisors Asset Management, Inc.2021-09-302026-08-28216,490$18,371,000None
Corient Private Wealth LP2026-06-302026-08-2820,250$2,094,886None
Corient Private Wealth LP2026-06-302026-08-28399,508$41,329,134None
Redwood Investment Management, LLC2024-12-312026-08-2825,108$1,127,000None
Redwood Investment Management, LLC2025-03-312026-08-2828,731$1,947,000None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-282,539$201,496None
Formuepleje A/S2024-03-312026-08-28139,008$11,087,278None
Formuepleje A/S2023-12-312026-08-28152,227$12,019,844None
Formuepleje A/S2023-09-302026-08-28160,297$11,191,937None
Formuepleje A/S2023-06-302026-08-28148,833$10,288,825None
Formuepleje A/S2023-03-312026-08-28125,610$9,334,079None
Formuepleje A/S2022-12-312026-08-28115,574$10,770,341None
Formuepleje A/S2022-09-302026-08-2856,133$5,353,404None
Formuepleje A/S2017-12-312026-08-28122,472$8,879,220None
Formuepleje A/S2017-09-302026-08-28118,600$9,644,552None
Formuepleje A/S2017-06-302026-08-28119,800$9,639,108None
Formuepleje A/S2017-03-312026-08-28120,400$9,451,400None
Formuepleje A/S2016-12-312026-08-28120,400$9,500,764None
Principia Wealth Advisory, LLC2026-06-302026-08-27101$10,448None
Principia Wealth Advisory, LLC2026-03-312026-08-2773$5,243None
Advisors Asset Management, Inc.2024-03-312026-08-27106,636$8,505,287None
Advisors Asset Management, Inc.2025-03-312026-08-27191,359$12,964,572None
Advisors Asset Management, Inc.2022-09-302026-08-27166,574$15,886,000None
Advisors Asset Management, Inc.2020-12-312026-08-27229,445$15,671,000None
Advisors Asset Management, Inc.2022-03-312026-08-27200,696$20,312,442None
Advisors Asset Management, Inc.2023-06-302026-08-27133,855$9,253,396None
Advisors Asset Management, Inc.2023-09-302026-08-27119,438$8,339,161None
Advisors Asset Management, Inc.2023-03-312026-08-27149,174$11,085,120None
Advisors Asset Management, Inc.2021-03-312026-08-27222,393$16,730,625None
Advisors Asset Management, Inc.2021-06-302026-08-27225,100$18,782,000None
Advisors Asset Management, Inc.2020-09-302026-08-27229,664$13,412,378None
Advisors Asset Management, Inc.2025-09-302026-08-27180,039$13,547,458None
Advisors Asset Management, Inc.2023-12-312026-08-27107,655$8,500,439None
Dakota Wealth Management2025-09-302026-08-2714,224$1,072,314None
Dakota Wealth Management2025-12-312026-08-2723,680$1,879,216None
Dakota Wealth Management2026-03-312026-08-279,620$690,923None
Redwood Investment Management, LLC2025-06-302026-08-2726,787$1,848,000None
Redwood Investment Management, LLC2025-09-302026-08-2718,891$1,424,000None
Redwood Investment Management, LLC2025-12-312026-08-279,589$761,000None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.