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A&I FINANCIAL SERVICES, LLC: CVIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on CVIE, newest first. How the timeline and the estimate are built.

A&I FINANCIAL SERVICES, LLC held 19,287 CVIE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,287 shares
    Change vs previous 13F -660 shares

    0.71% of the 13F portfolio, value $1,639,668.

    13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, LLC
    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 19,947 shares
    Change vs previous 13F -1,554 shares

    0.69% of the 13F portfolio, value $1,449,932.

    13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, LLC
    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 21,501 shares
    Change vs previous 13F +516 shares

    0.73% of the 13F portfolio, value $1,533,053.

    13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, LLC
    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 20,985 shares
    Change vs previous 13F -16 shares

    0.71% of the 13F portfolio, value $1,444,982.

    13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, LLC
    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 21,001 shares
    Change vs previous 13F +688 shares

    0.77% of the 13F portfolio, value $1,367,149.

    13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, LLC
    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 20,313 shares
    Change vs previous 13F +1,718 shares

    0.8% of the 13F portfolio, value $1,176,071.

    13F-HR 0001085146-25-002528 filed by A&I FINANCIAL SERVICES, LLC
    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 18,595 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,025,996.

    13F-HR 0001085146-25-000813 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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