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Jupiter Wealth Management LLC

SEC CIK
0001774207
Latest filing
Aug 10, 2026

CVS holding history

CVS Health Corp in every 13F filed by Jupiter Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of CVS by Jupiter Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−7,000−100.0%Sold outHolders
Q3 20257,000$527.7K0.2%+2,000+40.0%AddedHolders
Q2 20255,000$329.5K0.2%+5,000NewHolders
Q4 20240$00.0%−2,000−100.0%Sold outHolders
Q3 20242,000$125.8K0.1%00.0%UnchangedHolders
Q2 20242,000$120.7K0.1%−500−20.0%ReducedHolders
Q1 20242,500$137.3K0.1%−29,248−92.1%ReducedHolders
Q4 202331,748$2.51M1.5%+4,347+15.9%AddedHolders
Q3 202327,401$1.85M1.2%−9,324−25.4%ReducedHolders
Q2 202336,725$2.54M2.2%−2,723−6.9%ReducedHolders
Q1 202339,448$2.93M2.7%−2,750−6.5%ReducedHolders
Q4 202242,198$3.93M3.8%00.0%UnchangedHolders
Q3 202242,198$4.02M4.0%00.0%UnchangedHolders
Q2 202242,198$3.91M3.6%00.0%UnchangedHolders
Q1 202242,198$4.27M2.7%00.0%UnchangedHolders
Q4 202142,198$4.35M2.3%−6,075−12.6%ReducedHolders
Q3 202148,273$4.49M2.1%−500−1.0%ReducedHolders
Q2 202148,773$3.96M1.9%+2,933+6.4%AddedHolders
Q1 202145,840$3.50M1.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.