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Disclosery

LPL Financial LLC: CGCV position timeline

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

LPL Financial LLC held 5,739,104 CGCV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,739,104 shares
    Change vs previous 13F +1,074,751 shares

    0.04% of the 13F portfolio, value $188,357,381.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 4,664,353 shares
    Change vs previous 13F +721,366 shares

    0.04% of the 13F portfolio, value $139,044,351.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 3,942,987 shares
    Change vs previous 13F +1,380,934 shares

    0.03% of the 13F portfolio, value $120,221,670.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 2,562,053 shares
    Change vs previous 13F +1,201,220 shares

    0.02% of the 13F portfolio, value $77,143,403.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 1,360,833 shares
    Change vs previous 13F +973,998 shares

    0.01% of the 13F portfolio, value $38,919,825.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 386,835 shares
    Change vs previous 13F +290,026 shares

    <0.01% of the 13F portfolio, value $10,489,019.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 96,809 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,569,308.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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