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Disclosery

Financial Insights, Inc.: CVIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Insights, Inc. on CVIE, newest first. How the timeline and the estimate are built.

Financial Insights, Inc. held 31,990 CVIE shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,990 shares
    Change vs previous 13F -233 shares

    0.72% of the 13F portfolio, value $2,719,588.

    13F-HR 0001642058-26-000005 filed by Financial Insights, Inc.
    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 32,223 shares
    Change vs previous 13F +217 shares

    0.76% of the 13F portfolio, value $2,342,295.

    13F-HR 0001642058-26-000004 filed by Financial Insights, Inc.
    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 32,006 shares
    Change vs previous 13F +3,030 shares

    0.76% of the 13F portfolio, value $2,282,020.

    13F-HR 0001085146-26-000292 filed by Financial Insights, Inc.
    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 28,976 shares
    Change vs previous 13F +10,081 shares

    0.65% of the 13F portfolio, value $1,977,017.

    13F-HR 0001085146-26-000291 filed by Financial Insights, Inc.
    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 18,895 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,230,042.

    13F-HR 0001085146-25-004028 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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